Pinelight Financial PLLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$35,125,521
Clients
31
Advisors
2
across 2 offices
About
Pinelight Financial serves individual clients (including high-net-worth households), retirement and pension plans, and business clients, delivering financial planning, portfolio management, and retirement plan consulting and implementation. The firm provides both modular and broad-based planning, ongoing discretionary and non-discretionary investment management, and pension/plan investment services including participant education.
The firm’s investment process blends fundamental, technical, cyclical and charting analyses and employs a mix of active management, core+satellite, modern portfolio theory and passive strategies; it emphasizes customized asset allocation, tax-efficiency, scenario analysis, and stress testing to manage tail-risk. Portfolios are built to client objectives and constraints and may be managed on a discretionary basis, with retirement-rollover and ERISA-related considerations incorporated when advising plan clients.
What distinguishes this advisory practice from many peers is its dual advisory-accounting structure: the firm operates an affiliated accounting practice and offers accounting and tax-preparation services under separate agreements, creating potential dual relationships that are disclosed to clients. The firm also regularly offers group seminars and participant workshops for retirement plans—an uncommon service among similar-sized advisers—and combines a small advisory team (two registered representatives, approximately $41M in AUM, ~31 clients) with accountants and legal-background professionals to support plan consulting and education.
Client services
Expertise
Occupation focus
Fee options
$0 - $249,999: 1.50% $250,000 - $499,999: 1.20% $500,000 - $999,999: 0.95% $1,000,000 - $1,999,999: 0.75% $2,000,000 - $3,999,999: 0.60% $4,000,000 - $7,999,999: 0.50% $8,000,000+: 0.45%
$250 per hour for financial planning and retirement/pension plan consulting, billed in 15-minute increments
Minimum fee: No minimum annual fee for portfolio management or retirement/pension plan investment management Fee-only: Hourly fee for financial planning and retirement/pension plan consulting at $250/hour billed in 15-minute increments
Main office
See officeEstero FL
Advisors at this office
1
Most active in
Florida · Illinois
Also doing business as
Pinelight Financial LLC · Pinelight Financial PLLC · Pinestar Financial · Pinestar Financial LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Jordan J
Series 65
Estero, FL
Pinelight Financial PLLC
Jordan Johnson is a financial advisor at Pinelight Financial PLLC with nine years of industry experience. He holds a Series 65 designation and has worked at Pinelight Financial LLC since 2022. Prior to that, he was with DHJJ, Ltd. and DHJJ Financial Advisors, Ltd. from 2013 to 2022. In addition to his advisory role, Johnson provides accounting services in conjunction with investment advisory services. Pinelight Financial serves individual clients, retirement and pension plans, and business clients by offering financial planning, portfolio management, and retirement plan consulting. The firm combines fundamental, technical, and cyclical analyses with active and passive strategies, emphasizing customized asset allocation, tax efficiency, and risk management.
Jennifer J
Series 65
Riverside, IL
Pinelight Financial PLLC
Jennifer Johnson is a financial advisor at Pinelight Financial PLLC in Riverside, Illinois, holding a Series 65 designation and beginning her advisory career in 2025. She previously worked for 16 years at the Social Security Administration. Pinelight Financial serves individual clients, retirement and pension plans, and business clients with financial planning, portfolio management, and retirement plan consulting. The firm employs a diverse investment approach combining active management, core+satellite strategies, and modern portfolio theory, and operates an affiliated accounting practice offering tax and accounting services under separate agreements.
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