JJ
JJ

Jill Marjorie Johnson

13 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
150 clients
Average Client Portfolio
$10.3M average
Assets Under Management
$1.5B

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$10,000
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Location

1 South Nevada, Suite 200, Colorado Springs, CO, 80903

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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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Other Business Activities

Jill is a director at Corundum Trust Company, LLC, providing trust services since 2022. She spends minimal time on this investment-related activity.

Employment History
Current Registrations
Corundum Group, INC.
October 2012 - Present · 13 yrs 4 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.