Johnson, Jason L.
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
1 of 1
Jason Johnson
OwnerCRD 5192052
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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