Jesse Johnson
Saint Paul, Minnesota, 55112
Member Since 2008
Johnson Capital Management, LLC is focused on helping you and your family achieve your most important goals including a secure and comfortable retirement, college educations for your children or grandchildren, travel, saving for your children\'s wedding, and a second home. Johnson Capital Management, LLC will secure your peace of mind knowing you have entrusted your financial future to a firm that has eliminated conflict of interest, and cares about your individual financial future, regardless of the size of your portfolio.
My Location
Background Information
Years of Financial Experience
- 9
Methods of Compensation
- Financial Planning: Asset-based fee, Fixed fee
- Investment Services: Asset-based fee, Hourly fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- Brokers Xpress, LLC
Types of Financial Reports
- Market Environment Report (Quarterly)
- Custodial Report (Monthly)
- Newsletter (Quarterly)
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them semi-annually, annually and upon request
- I review my clients' investment portfolios with them semi-annually, annually and upon request
Registration & Licensing
- CRD/IARD Number: 4657184
- Securities Registrations: Series 65
- Insurance Licenses: None
Company Names
- Registered Investment Advisor: Johnson Capital Management, LLC
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Planning Services
- Financial Planning, Retirement, College Funding, Charitable, Tax, Current Review
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Re-Balancing, Risk Management, Performance Reporting, Tax Efficient Strategies, Review Current Portfolios
Investment Products
- Mutual Funds, Securities, REITs
Visit Website - http://www.jcapitalmanagement.com
