Jamie Johnson
Jamie Johnson is a registered investment advisor at Jlj Capital Management, LLC, based in Houston, TX, with 24 years of industry experience. Jamie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 100 clients with $39M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
JLJ Capital Management charges an annual investment management fee based on the amount of your assets under management. The fee is negotiable and determined when you sign the client agreement, based on the complexity of your situation. The fees vary based on whether your portfolio is equity and balanced or fixed income. For unmanaged accounts, you will compensate JLJ Capital a quarterly fee of 1/4 of 1% per year on the total balance of the account.
Location
Houston, TX
Get directionsHistory
Regulatory History (3)
Customer Dispute
January 2010Customer Dispute
September 2009Customer Dispute
July 2009Other Business Activities
Jamie is the President and Chief Compliance Officer of JLJ Capital Management, a registered investment advisory firm, since 2005. This role is investment-related and requires full-time commitment.
Employment History
Current Registrations
Jlj Capital Management, LLC
Previous Registrations
Morgan Keegan & Company, INC.
State Registrations1 state
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.