Ken Johnson, CFA
Investment Strategy Analyst
Wells Fargo Investment Institute
Wells Fargo & Company
Ken Johnson is an investment strategy analyst for Wells Fargo Investment Institute, a subsidiary of Wells Fargo Bank, N.A., which is focused on delivering the highest quality investment expertise and advice to help investors manage risk and succeed financially. Wells Fargo Investment Institute serves Wealth and Investment Management, a division of Wells Fargo & Company comprised of Wells Fargo Private Bank and Wells Fargo Advisors businesses.
Mr. Johnson is responsible for analysis of the economy, financial markets, equity investment strategy, and asset allocation. His work contributes to Wells Fargo Investment Institute investment strategy publications. Prior to his current role, he served as a wealth planner for the Mid-Atlantic region of Wells Fargo Private Bank where he worked with clients to develop custom wealth plans based on a thorough understanding of their personal values, assets, wealth transfer goals, and vision for their legacy. Prior to joining Wells Fargo, Mr. Johnson worked as a financial accountant for Blue Cross Blue Shield of Michigan.
Mr. Johnson is a CFA® charterholder, with a Bachelor of Science in Finance from Wayne State University in Detroit, Michigan, and is currently pursuing a Masters of Business Administration from New York University in New York, New York. He is also a member of the Securities Industry Institute (SII), Wharton executive education program for financial industry leaders. He is located in Charlotte, North Carolina.
Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.
Wells Fargo Wealth and Investment Management, a division within the Wells Fargo & Company enterprise, provides financial products and services through bank and brokerage affiliates of Wells Fargo & Company. Brokerage products and services offered through Wells Fargo Clearing Services, LLC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Bank products are offered through Wells Fargo Bank, N.A.
Wells Fargo Private Bank offers products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries.
Wells Fargo Advisors is registered with the U.S. Securities and Exchange Commission and the Financial Industry Regulatory Authority, but is not licensed or registered with any financial services regulatory authority outside of the U.S. Non-U.S. residents who maintain U.S.-based financial services account(s) with Wells Fargo Advisors may not be afforded certain protections conferred by legislation and regulations in their country of residence in respect of any investments, investment transactions or communications made with Wells Fargo Advisors.
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.