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Employer Years Dates
Johnson Harper LLC 10 years, 6 months May 2009 - Present
Johnson Harper LLC 10 years, 6 months May 2009 - Present

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Answers

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When interviewing a financial advisor, what questions should I ask?
Let me start by saying that I find a lot of confusion and misconception associated with the term "financial adviser." In fact, despite my best efforts to correct them, some of my closest friends and even a few family members still mischaracterize what I do.Generally, a financial adviser provides o...  (more)
Answered Sep 2013
If futures and options are such risky investments, in what situations does it make sense to invest in them?
Gabrielle,In his best-selling book "Outliers," Malcolm Gladwell presents The 10,000-Hour Rule which is roughly the amount of practice one must endure in order to develop an expertise in one's endeavor.For what it's worth, I use options extensively in the management of my portfolios, and I can atte...  (more)
Answered Oct 2013
What return should we expect for 6-10 year period?
Richard,J.P. Morgan Asset Management publishes their Long-term Capital Market Return Assumptions each year around this time. You can access their September 30, 2012, outlook for the 10-15 year period beyond 2013 via this link: http://www.jpmorganinstitutional.com/pages/jpmorgan/am/ia/research_an...  (more)
Answered Nov 2013
I am 35 years old and I want to know how much do I need to put towards my 401K to retire ok?
Melinda,There is an excellent article that was published in the Journal of Financial Planning in April, 2007, that addresses you question. The title of the article is "National Savings Rate Guidelines for Individuals" by Ibbotson et al. You can get a pdf of the article via this link: http://corpo...  (more)
Answered Nov 2013
Looking for a retirement class locally?
Here are a couple of suggestions you might also consider:1) If your husband works for a company that provides a 401(k) or similar plan, sometimes the plan sponsor offers free classes for employees that are nearing retirement age. Your husband might want to contact his human resources group to see ...  (more)
Answered Nov 2013
Is it advisable to borrow, in the form of a fixed loan, for the purchase of securities?
Hi Peter. I wouldn't do this, because I am risk averse. But lots of other folks do, which is basically why margin is offered by brokerage firms. I'm intrigued by your comment that you are "not talking about margin balance" and not backing the loan with real estate. Both of these loan types could...  (more)
Answered Oct 2013
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Not registered
    • disclosures
      None
    • as of date
      Nov 10, 2019
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      Aug 30, 2019
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Johnson Harper LLC

    Last updated on Jan. 5, 2015
      • $975.0K
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 21
        Accounts
      • $46.4K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets
    • Fixed Fees