Jason Johnson
Advisor at Johnson, Jason L.
Updated today
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.
Location
Jacksboro, TX
Credentials
Series 65
Industry experience
19 years
About
Jason Johnson is a Series 65-licensed financial advisor with 19 years of industry experience. He is the sole advisor at Johnson, Jason L., an independent firm based in Jacksboro, TX. In addition to his advisory role, Johnson is an associate professor in the Department of Agricultural Economics at Texas A&M University. The firm provides discretionary and non-discretionary investment management primarily to high-net-worth individuals and select business or institutional clients. It employs a research-driven, macro-aware investment process that combines fundamental and technical analysis with a core indexed approach, maintaining a small, tailored client roster with flexible billing options including a performance-based fee.
Fee options
$120 per hour, negotiable
10% of net returns generated in the portfolio, calculated annually; client must have net worth of at least $2 million to qualify
Account minimum: $2,000,000 Minimum fee: Fixed fee plan: $2,500 quarterly ($10,000 annually), negotiable Fee-only: Hourly charge: $120 per hour, negotiable; Fixed fee: $10,000 annually (quarterly $2,500), negotiable; Performance-based fee: 10% of net returns, negotiable
Location
Jacksboro, TX
Most active in
Jason J has reported serving >5 clients in these states in the last 12 months.
Texas
Work history
Texas A&M university
1999 - Present (27 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
David M
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Jacksboro, TX
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Kenneth I
Series 66
Jacksboro, TX
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Kenneth Isbell is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for seven years before joining LPL Financial in 2018. Outside of his advisory role, he is involved with AFLAC insurance activities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines advisory services with non-advisory products such as insurance and lending options.
Loyd B
Series 63
Jacksboro, TX
LPL Financial
Loyd Bouldin is a financial advisor with LPL Financial, holding a Series 63 designation and 27 years of industry experience. He worked at Ameriprise Financial Services from 1998 to 2019 before joining LPL Financial in 2019. LPL Financial provides advisory and brokerage services to a diverse range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment delivery options supported by an in-house research team and combines advisory operations with non-advisory product activities such as insurance and annuity sales.
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