Johnson Financial Group LLC
Johnson Financial Group LLC (CRD# 125101) is a financial advisory firm headquartered in Denver, CO. They manage $1,998,763,352 in 704 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management1,999MILLION
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Total Number of Accounts704ACCOUNTS
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Average Account Value$2,839,152
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
CO, DC, KS, MD, NE, NY, OK, TX, VA
Eric Adams (CRD# 5375609) is an Investment Advisor Representative working at Johnson Financial Group LLC in Denver, CO and has over 9 years of experience in the finance industry.
Thomas Batcha (CRD# 7004026) is an Investment Advisor Representative working at Johnson Financial Group LLC in Denver, CO and has over 4 years of experience in the finance industry.
James Callahan (CRD# 2679930) is an Investment Advisor Representative working at Johnson Financial Group LLC in Denver, CO and has over 27 years of experience in the finance industry. James Callahan 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.
Marion Chebet (CRD# 6930610) is an Investment Advisor Representative working at Johnson Financial Group LLC in Denver, CO and has over 5 years of experience in the finance industry.
Trent Hardman (CRD# 5880276) is an Investment Advisor Representative working at Johnson Financial Group LLC in Denver, CO and has over 12 years of experience in the finance industry. Trent Hardman 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.
Madeleine Heringer (CRD# 6710429) is an Investment Advisor Representative working at Johnson Financial Group LLC in Denver, CO and has over 6 years of experience in the finance industry.
Brandon Johnson (CRD# 4630106) is an Investment Advisor Representative working at Johnson Financial Group LLC in Conifer, CO and has over 20 years of experience in the finance industry.
Robert Lawrence (CRD# 6088918) is an Investment Advisor Representative working at Johnson Financial Group LLC in Denver, CO and has over 10 years of experience in the finance industry.
Rachel McKiernan (CRD# 5355005) is an Investment Advisor Representative working at Johnson Financial Group LLC in Denver, CO and has over 12 years of experience in the finance industry.
Leland Moyer (CRD# 4561852) is an Investment Advisor Representative working at Johnson Financial Group LLC in Denver, CO and has over 16 years of experience in the finance industry.