James Johnson, financial advisor West Palm Beach FL
96 score

James Johnson

CRD Number: 4632560
Current Firm: Blue Ocean Capital

James Johnson (CRD# 4632560) is an Investment Advisor Representative working at Blue Ocean Capital in West Palm Beach, FL and has over 13 years of experience in the finance industry. James 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
Elhilow, Smith & Corson, LLC West Palm Beach, FL Jan 2007 - Current 9
Cpa Asset Management Group, L.l.c. D/b/a Blue Ocean Capital West Palm Beach, FL Nov 2001 - Current 15
Nowlen, Holt & Miner, P.a. West Palm Beach, FL Feb 2001 - Jan 2007 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2002
Contact Info for James W. Johnson
Phone Number: 561-659-3301
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    355
    MILLIONS
  • Total Number of Accounts
    454
    ACCOUNTS
  • Average Account Value
    $781,278
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, NH, TX

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

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