JJ
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James Johnson

13 Years of Experience
Milford, OH

James Johnson is a registered investment advisor at Johnson Capital Advisory, LLC, based in Milford, OH, with 13 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $59M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$58.8M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

329 Miami Lakes Drive, Milford, OH, 45150

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Johnson Capital Advisory, LLC
April 2018 - Present · 8 yrs 1 mo
Previous Registrations
Captrust
December 2015 - April 2018 · 2 yrs 4 mos
Parker Carlson & Johnson
May 2012 - December 2015 · 3 yrs 7 mos
State Registrations1 state
OH
Advisor

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.

Exams
No exam information available for this advisor.
James Johnson - Financial Advisor | TrueAdvisor