Johnny Dawson, AAMS, financial advisor Hilliard OH
97 score

Johnny Dawson, AAMS

CRD Number: 6137443
Current Firm: Edward Jones
Compensation Model: Both

Mr. Dawson began his passion for investing in the most unusual situation. He was nineteen years old, enlisted in the Marine Corps, and on a deployment in Iraq. Through conversation Mr. Dawson discovered his intelligence officer was a financial advisor in Texas. The Major agreed to meet with Mr. Dawson on Sunday's for a few hours to learn more about the investing process over the course of several months. Through his initiative Mr. Dawson discovered his passion for investing that can be seen through helping his clients create a tailored solution for their financial goals. 

 

After the Marines, Mr. Dawson began studying at The Ohio State University and became a Financial Advisor with Edward Jones with opening a new office in Hilliard. Most recently, he has been featured in the magazine, "On Wall Street" in explaining how specific traits that were instilled through the Marine Corps has helped him in leading his clients to build wealth, manage wealth, and one day transfer wealth to their heirs.

 

Mr. Dawson offers investment advice to individuals and businesses that are planning for retirement, saving for education costs, or preparing for the unexpected. Additionally, he can help implement Education Programs for companies to help educate their employees on the importance of saving for ones future through the companies employment plan. He can also work with your tax advisor to help implement tax diversification strategies for high-net worth clients. Lastly, after witnessing his grandparents fail to plan for Long-Term Care cost and deplete their entire life savings; Mr. Dawson has vowed to always help his clients with one of the largest blind spots within a retirement plan, rising healthcare cost. 
 

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Company Name Location Dates Years
Edward Jones St. Louis, MO Nov 2012 - Current 4
Unemployed / Full-time Education Columbus, OH Dec 2011 - Nov 2012 < 1
United States Secret Service Columbus, OH Mar 2012 - Jun 2012 < 1
Vectra Marketing Columbus, OH May 2007 - Dec 2011 4
United States Marine Corps Twentynine Palms, CA Jun 2003 - Jun 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2013
Contact Info for Johnny W. Dawson, AAMS
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
97
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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