Johnson, Jason L.

RIASEC Registered
Total AUM
$80M
Discretionary
$80M
100% of AUM
Avg account
$5.7M
Accounts
14
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
141350
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Hourly Charges, Fixed Fees, Performance Based Fees
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Johnson, Jason L. is an independent registered investment adviser organized as a sole proprietorship and owned by the individual advisor. The practice focuses on portfolio management for individuals and small businesses, serving a client base composed primarily of individual and family relationships. Fee arrangements include hourly charges, fixed fees, and performance-based fees. The adviser is not positioned as a multi-state firm, does not identify as an active ESG investor, and does not operate as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

1 of 1
  • Jason Johnson

    Jason Johnson

    OwnerCRD 5192052

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth