James JohnsonCRD 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 14 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.
Castle Wealth Management
United Capital Financial Advisers
Indian River Financial Group, Inc.
|Elhilow, Smith & Corson, LLC||West Palm Beach, FL||Jan 2007 - Current||10|
|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|
Total Assets Under Management355MILLIONS
Total Number of Accounts454ACCOUNTS
Average Account Value$781,278
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, NH, TX
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