Advisor at Johnson Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Johnson Wealth Management, LLC
Location
Grand Forks, ND 58203
Credentials
Series 65
Industry experience
5 years
James Mortenson is a financial advisor at Johnson Wealth Management, LLC in Grand Forks, ND, holding a Series 65 designation with five years of industry experience. His prior roles include positions at Cwm, LLC, Creighton University, Dakota Business Lending, and Minnesota State University of Moorhead. Johnson Wealth Management provides fee-only financial planning and discretionary investment management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes low-cost, passive index and ETF strategies with global diversification, managing approximately $256.8 million for a concentrated client base through a small advisory team supported by institutional subadvisor relationships.
Based on Johnson Wealth Management, LLC
Fixed fees for financial planning on a retainer basis; fees determined by scope of work and complexity
$0 - $500,000: 0.90% $500,001 - $1,000,000: 0.75% $1,000,001 - $2,000,000: 0.60% $2,000,001 - $5,000,000: 0.45% $5,000,001+: 0.30%
Financial planning billed hourly at $225 per hour
Account minimum: $500,000 Minimum fee: No minimum annual fee; fees are negotiable and may be waived or reduced at discretion Fee-only: Firm is strictly fee-only; no commissions or fees from sales of products
214 North 4 Th Street, Ste 123
Grand Forks, ND 58203
North Dakota
Johnson Wealth Management, LLC
2023 - Present (3 years)
CWM, LLC
2021 - 2023 (2 years)
CWM, LLC
2018 - 2023 (5 years)
Creighton University
2018 - 2019 (1 year)
Dakota Business Lending
2017 - 2018 (1 year)
Minnesota State University of Moorhead
2013 - 2018 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Grand Forks, ND
Blake Wealth Strategies
Series 65
Grand Forks, ND
21st Financial
CFP®, Series 63, Series 65
Grand Forks, ND
Johnson Wealth Management, LLC
Series 63, Series 65
Grand Forks, ND
Brady Martz Wealth Solutions, LLC
Series 66
Grand Forks, ND
Brady Martz Wealth Solutions, LLC
Series 65
Grand Forks, ND
Tencap Wealth Coaching
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
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")