Johnny Dawson, AAMSCRD 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.
Rebel Financial, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Pds Planning Inc.
|Edward Jones||St. Louis, MO||Nov 2012 - Current||5|
|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|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- 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)
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