Douglas Johnson, financial advisor Bedford IN
96 score

Douglas Johnson

CRD Number: 1321574
Current Firm: J. W. Cole Advisors, Inc.

Douglas Johnson (CRD# 1321574) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Bedford, IN and has over 31 years of experience in the finance industry. Douglas Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
J.w. Cole Advisors, Inc. Tampa, FL Dec 2015 - Current 1
J.w. Cole Financial, Inc. Tampa, FL Dec 2015 - Current 1
Ja Benefits, LLC Bedford, IN Jan 2005 - Current 11
Johnson Financial Group Bedford, IN May 1988 - Current 28
Parkland Securities Ann Arbor, MI Aug 2014 - Dec 2015 1
Spc Ann Arbor, MI Mar 2010 - Dec 2015 5
Sammons Securities Company, LLC Ann Arbor, MI Mar 2010 - Aug 2014 4
Lincoln Financial Securities Corporation Bedford, IN Jul 2008 - Mar 2010 1
Jefferson Pilot Securities Corp Bedford, IN Oct 2006 - Jun 2008 1
Financial Network Investment Corporation Indianapolis, IN Mar 1994 - Oct 2006 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1985
Contact Info for Douglas W. Johnson
Phone Number: (813) 935-6776
Firm Website: http://www.jw-cole.com
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    1,250
    MILLIONS
  • Total Number of Accounts
    6,832
    ACCOUNTS
  • Average Account Value
    $182,954
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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