Jeffrey Johnson
Jeffrey Johnson is a CFP-designated registered investment advisor at Focus Partners Wealth, LLC, based in Lincoln, NE, with 43 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 62,466 clients with $180B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Focus Partners' fees for investment management are based on a percentage of the assets they manage for you. These fees are negotiable and can vary depending on factors like the amount you invest, the services you need, and where the client relationship originated. Clients typically pay a minimum fee of $5,000. For certain client relationships, a fixed fee rate is charged on a quarterly basis, in advance or in arrears, in place of the percentage of assets under management/advisement.
Location
6940 "O' Street, Suite 300, Lincoln, NE, 68510
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Regulatory History (1)
Customer Dispute
June 2017Other Business Activities
Jeffrey is an author and publishes multiple books, an investment-related activity. He also owns Lincoln Clean Homes, LLC, a franchise of "The Maids", which is not investment-related; both activities take minimal time.
Employment History
Current Registrations
Focus Partners Wealth, LLC
Previous Registrations
Buckingham Strategic Wealth, LLC
Executive Wealth Management
LPL Financial LLC
LPL Financial LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
Dain Bosworth IncorporatedBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.