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Jason Hollis Johnson

Advisor at Ameriprise — Nags Head, NC

Updated today

Credentials

Series 63, Series 66

Experience

17 years

Location

Nags Head, NC 27959

Ameriprise logo

Ameriprise

Institution

Total advisors

12,720

Across 4,073 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Jason Johnson is a financial advisor at Ameriprise with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various firms including AE Wealth Management and Madison Avenue Securities. Johnson is also the owner of JHOLLIS, LLC, through which he manages his Ameriprise business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored planning advice focused on dependable income and tax-aware withdrawal strategies for clients near or in retirement.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

See office

Nags Head, NC

7531 S Virginia Dare Trl Unit 2 D

Nags Head NC 27959

Advisors at this office

1

Most active in

Colorado · North Carolina · Texas

Work history

17 years of industry experience

Ameriprise Financial Services, LLC.

2023 - Present • 3 years

Rocky Mount, NC

Ameriprise Financial Services

2023 - 2023 • 1 year

Rocky Mount, NC

AE Wealth Management, LLC

2021 - 2023 • 2 years

Topeka, KS

Madison Avenue Securities, LLC

2021 - 2023 • 2 years

San Diego, CA

Ameriprise Financial Services, LLC

2020 - 2020 • 1 year

Rocky Mount, NC

Ltcpro Llc Dba Federal Benefits Made Simple An E.A. Buck Company

2015 - 2023 • 8 years

Lakewood, CO

CL Wealth Management LLC

2015 - 2021 • 6 years

New York, NY

Cabot Lodge Securities LLC

2015 - 2021 • 6 years

New York, NY

Woodbury Financial Services, inc.

2012 - 2013 • 1 year

CO

Eagle Strategies (NY Life)

2012 - 2012 • 1 year

Arvada, CO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Olga K

Series 65

Kill Devil Hills, NC

Interactive Financial Advisors

Olga Kramarenko is a financial advisor at Interactive Financial Advisors with eight years of industry experience. She holds a Series 65 designation and has worked previously at Legacy Planning Group and Branshaw Financial. Outside of her advisory role, she is also an insurance agent specializing in life and health insurance. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models and third-party sub-advisors, utilizing Modern Portfolio Theory and the TIFIN Wealth Risk tool to tailor investment strategies across a range of risk profiles.

Annuities Long-term care insurance College savings (529s, UTMA, etc.)
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Mack C

CFP®, Series 66

Manteo, NC

First Heartland Consultants, Inc.

Mack Courter is a CFP® with 17 years of industry experience and is the sole advisor at Courter Financial, LLC, an independent firm based in Manteo, NC. He has led Courter Financial since 2011. Courter is also licensed to sell fixed life insurance and annuities in North Carolina and Pennsylvania. Courter Financial provides investment management and comprehensive financial planning to individuals and institutional clients, including trusts, foundations, endowments, and corporations. The firm offers retirement plan consulting and employs tactical asset allocation with both discretionary and non-discretionary management, including specialized active strategies for clients seeking more dynamic portfolio approaches.

Annuities Income planning Cash flow / budgeting
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Jason S

Series 66

Manteo, NC

OSAIC Institutions, INC.

Jason Sherwood is a financial advisor at OSAIC Institutions, Inc. with 15 years of industry experience. He holds a Series 66 designation and has worked at Southern Bank and Trust, Infinex Investments, Inc., and Edward Jones. He is also involved as an insurance producer with Virginia Insurance Agency Solutions Inc. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients, offering customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions. The firm operates through a hybrid adviser/broker-dealer model with a focus on a combination of discretionary and non-discretionary accounts.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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John D

ChFC®, Series 63, Series 65

Kill Devil Hills, NC

OSAIC Institutions, INC.

John Dennis is a financial advisor with OSAIC Institutions, Inc. He holds the ChFC® designation and Series 63 and 65 licenses, with 40 years of industry experience. His prior roles include positions at Infinex Investments, Truist Investment Services, RBC Capital Markets, and JBS Liberty Securities. He is also involved in a financial advisor referral program with Southern Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services and financial planning through a network of investment adviser representatives, combining advisory and broker-dealer functions with access to alternative investments and lending solutions.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Joseph C

Series 63, Series 65

Nags Head, NC

Stratos Wealth Partners, Ltd

Joseph Campbell is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Stratos Wealth Partners since 2016 and previously spent six years at Davis Wealth Management. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, model portfolio access, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
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John R

Series 66

Kill Devil Hills, NC

Lincoln Investment

John Reichler is a financial advisor with Lincoln Investment, holding a Series 66 designation and four years of industry experience. His prior work includes roles at First Command Insurance Services, First Command Advisory Services, and First Command Brokerage Services. Reichler served in the US Army for seven years before entering the financial advisory field. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a wide range of clients, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management through model portfolios and third-party managers, and maintains a long history of serving educators and participants in 403(b) and 457(b) programs.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Equity compensation tax strategy Educators, Teachers, and Academics Founder/Business Owner Executive Self-Employed Mid-Career Professionals Retired
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