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portrait of Marcus E Johnson
FINANCIAL ADVISOR

Marcus E Johnson

CFP®, CPWA®, CEPA®, AAMS™
9815 S Monroe St Suite 201, Sandy, UT 84070opens in a new window
Serving clients with $2,000,000
CallSend Me a Message

About Marcus

My purpose is to have a positive impact on those I serve. I believe that successful families deserve to be understood and have someone partner with them, advocating for them to achieve their purpose.

We help very successful business owners, executives and their families make informed decisions with their money.

For nearly 15 years, I was asked to serve as a regional leader to lead over 50 Edward Jones branch teams. and named a general partner in 2012 to help shape the direction of Edward Jones. From 2022-2024, I was named to the Forbes Best-In State Wealth Advisors list*.

Our team, paired with...

Focus Areas

  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Charitable Giving
  • Corporate Executives

Work History

  • Edward JonesFebruary 1998 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CPWA®

    Certified Private Wealth Advisor®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • University of UtahBachelors

Personal Interests

  • Spending Time with Family
  • Traveling
  • Auto Racing
  • Art Collecting
  • Photography

Team Members

  • Mary Jean
    Sr. Branch Office Administrator
  • Jeanie Aerts
    Sr. Branch Office Administrator
  • Mikayla Thurber
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 02:00PM
Sat Closed
Sun Closed

Phone

(801) 261-0551

Fax

(888) 288-3214

Office Address

9815 S Monroe St Suite 201
Sandy, UT 84070opens in a new window

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