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James J

Series 66

Burlington, NC

Raymond James Financial

James Johnson III is a Series 66 licensed financial advisor with 12 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and has previously worked at LPL Financial LLC and Edward Jones. Outside of his advisory work, he is involved with Johnson Cattle Company LLC, a cattle farming business. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary advisory services that incorporate risk profiling and modeling tools, and supports municipal and public-finance work through its affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Matthew J

CFP®, Series 66

Burlington, NC

Raymond James Financial

Matthew Johnson is a CFP® and Series 66 licensed advisor with six years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and has prior experience at LPL Financial and Trivantage. Outside of his advisory role, Johnson owns and operates a personal farm and cattle company in Burlington, NC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, supports advisory programs across a large network, and maintains unique affiliations such as municipal advisory services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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