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- Custodian
- Axos · Charles Schwab & Company · Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-04-2019
- Office Locations
- 1
Office Locations
About MEJ Wealth Advisors LLC
MEJ Wealth Advisors LLC is a Bayside, NY fiduciary advisory led by CFP Mark Johnson (35+ years financial services experience). The firm provides financial planning plus investment and wealth management for individuals and businesses, aligning portfolios to client goals and risk tolerance with an emphasis on risk management through market volatility. Client portfolios primarily utilize ETFs alongside cash and investment-grade fixed income; supports accounts at custodians including Schwab.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
Mark Edwin Johnson
Chief Executive Officer, Managing Director
- CRD
- #7185968
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,199,526 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,199,526 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,199,526
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,040,995,496 | 26.9% |
| Cash | $3,490,178,172 | 46.0% |
| Corporate - Investment Grade | $2,056,170,184 | 27.1% |
| Total | $7,587,343,852 | 100.0% |