JJ
JJ

Jason Johnson

19 Years of Experience
Jacksboro, TX

Jason Johnson is a registered investment advisor at Johnson, Jason L., based in Jacksboro, TX, with 19 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 14 clients with $74M in assets under management.

Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
14 clients
Average Client Portfolio
$5.3M average
Assets Under Management
$74.0M

Fee Structure

Investment management only (planning not offered)

JLJ offers a performance-based fee plan for clients with a net worth of at least $2 million. The fee is 10% of the net returns generated in the portfolio annually. Net returns are defined as the ending value of the portfolio minus the initial investment, adjusted for client-initiated deposits and withdrawals. Trading and commission costs are reflected in the net return.

Loading...

Location

Jacksboro, TX

Get directions

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.

Learn about disclosures →
Other Business Activities

Jason is an associate professor at Texas A&M University in the Department of Agricultural Economics.

Employment History
Current Registrations
Johnson, Jason L.
December 2006 - Present · 19 yrs 5 mos
State Registrations1 state
TX
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.
Jason Johnson - Financial Advisor | TrueAdvisor