user avatar

Jason Johnson

Advisor at Johnson, Jason L.

Updated today

Location

Jacksboro, TX

Credentials

Series 65

Industry experience

19 years

About

Jason Johnson is a Series 65-licensed financial advisor with 19 years of industry experience. He is the sole advisor at Johnson, Jason L., an independent firm based in Jacksboro, TX. In addition to his advisory role, Johnson is an associate professor in the Department of Agricultural Economics at Texas A&M University. The firm provides discretionary and non-discretionary investment management primarily to high-net-worth individuals and select business or institutional clients. It employs a research-driven, macro-aware investment process that combines fundamental and technical analysis with a core indexed approach, maintaining a small, tailored client roster with flexible billing options including a performance-based fee.

Client services

Based on Johnson, Jason L.

Portfolio management

Expertise

Based on Johnson, Jason L.

Active portfolio management Tax-loss harvesting

Occupation focus

Based on Johnson, Jason L.

University Employee

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Project-based

$120 per hour, negotiable

Performance-based

10% of net returns generated in the portfolio, calculated annually; client must have net worth of at least $2 million to qualify

Other

Account minimum: $2,000,000 Minimum fee: Fixed fee plan: $2,500 quarterly ($10,000 annually), negotiable Fee-only: Hourly charge: $120 per hour, negotiable; Fixed fee: $10,000 annually (quarterly $2,500), negotiable; Performance-based fee: 10% of net returns, negotiable

Location

Jacksboro, TX

Most active in

Texas

Work history

Texas A&M university

1999 - Present (27 years)

Disclosures

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

Business activities & affiliations

David M

Series 66

Jacksboro, TX

Edward Jones

David Mc Whorter is a Series 66 licensed financial advisor with Edward Jones in Jacksboro, TX, with seven years of industry experience. He previously worked at First National Bank Albany/Breckenridge for five years before joining Edward Jones in 2018. Outside of his advisory role, he is involved in ranching, helping his mother manage her ranch and consulting with her employees. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and managed solutions through a large network of financial advisors. The firm provides both discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Retired Founder/Business Owner Executive
user avatar

Kenneth I

Series 66

Jacksboro, TX

LPL Financial

Kenneth Isbell is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for seven years before joining LPL Financial in 2018. Outside of his advisory role, he is involved with AFLAC insurance activities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines advisory services with non-advisory products such as insurance and lending options.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
user avatar

Loyd B

Series 63

Jacksboro, TX

LPL Financial

Loyd Bouldin is a financial advisor with LPL Financial, holding a Series 63 designation and 27 years of industry experience. He worked at Ameriprise Financial Services from 1998 to 2019 before joining LPL Financial in 2019. LPL Financial provides advisory and brokerage services to a diverse range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment delivery options supported by an in-house research team and combines advisory operations with non-advisory product activities such as insurance and annuity sales.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")