Johnson, Jason L.

Overview

Johnson, Jason L. operates as a sole-proprietorship RIA focused on direct portfolio management for individuals and small businesses. The practice concentrates on publicly traded equities — both individual stocks and exchange-traded funds — as the primary building blocks of client portfolios. Client relationships are fee-for-service and flexible: the firm uses hourly charges, fixed fees and performance-based fees depending on the engagement. The adviser does not position itself as an ESG-focused manager and does not market pension consulting or multi-state advisory services. Clientele are high-net-worth individuals and families, with personalized management rather than institutional strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices