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 a small independent registered investment adviser that manages roughly $1.2 million for eight clients and offers a bundled wrap-fee investment program combining financial planning, portfolio management, and brokerage/custody services through Interactive Brokers and MTG/Betterment. The firm also provides educational seminar sessions on personal finance and investing as part of its service mix. The firm provides portfolio management on a primarily non‑discretionary basis, requiring client approval for investment and rebalancing decisions, and builds portfolios using a value‑oriented, long‑term framework alongside broad diversification principles (including mutual funds, ETFs, individual equities, fixed income, REITs and limited options strategies). Investment guidelines are customized from client risk profiles and are monitored at least quarterly, with performance reporting delivered via the custodian platforms rather than internal performance reports. Notable distinctions include acting as the wrap‑fee program sponsor while operating largely non‑discretionarily—features that are uncommon among independent advisors—and offering regular educational workshops to clients and sponsors. The firm’s principal maintains other business activities disclosed in the brochure (a state insurance license that can generate commissions and employment as a public‑school teacher that can occupy significant daytime hours), and the firm participates in custodian advisor programs (including use of a Betterment for Advisors platform) that influence execution and trade timing.
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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