A complete list of active advisors currently associated with Johnson Capital Global Advisory L.L.C.
Warmer can help you find a great advisor at Johnson Capital Global Advisory L.L.C. or one who fits your needs even better.
Johnson Capital Global Advisory L.L.C. is an independent, single-advisor registered investment adviser serving a small number of individual and small-business clients (nine accounts, about $1.6 million in AUM). The firm provides financial planning, portfolio management, investment consultation and business-consulting services, and operates a wrap-fee investment program that bundles planning, educational workshops, portfolio management and brokerage/custody services through Interactive Brokers and Betterment Securities. The firm manages accounts primarily on a non‑discretionary basis, requiring clients’ prior approval for investment and rebalancing decisions and encouraging ongoing client engagement for trade pre-approvals. Its investment approach emphasizes value investing with a long-term horizon combined with broad diversification principles (Modern Portfolio Theory), using mutual funds, ETFs, individual equities, fixed income, REITs and limited options strategies with regular monitoring and periodic rebalancing. Distinctive features include acting as a wrap-fee program sponsor while maintaining primarily non‑discretionary assets and offering educational seminars and workshops, a combination that is uncommon among small independent firms. The firm’s principal also maintains a licensed insurance practice that can generate commissions on insurance or annuity sales, and the firm discloses that use of third‑party custodial platforms (including the Betterment for Advisors environment) can impose operational constraints and potential conflicts of interest around trade execution and ancillary services.
To learn more about the advisors currently working at Johnson Capital Global Advisory L.L.C., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Jersey City, NJ
| 17
|
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