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Jesse Johnson

Advisor at Johnson Capital Management, LLC

Updated today
Johnson Capital Management, LLC logo

Firm

Johnson Capital Management, LLC

Location

Big Lake, MN

Credentials

Series 63, Series 65

Industry experience

12 years

About

Jesse Johnson is the sole advisor at Johnson Capital Management, LLC in Big Lake, MN, holding Series 63 and Series 65 credentials with 12 years of industry experience. He has led his independent firm since 2008. Johnson Capital Management provides discretionary investment management and personalized financial planning primarily for individuals and trusts. The firm employs a combination of fundamental, technical, and cyclical analysis across a range of strategies, including uncovered option writing, and manages accounts on a discretionary basis with quarterly reviews.

Client services

Based on Johnson Capital Management, LLC

Financial planning Portfolio management

Expertise

Based on Johnson Capital Management, LLC

General retirement planning General tax planning Cash flow / budgeting

Fee options

Percentage

$0 - $2,500,000: 1.00% $2,500,000.01 - $5,000,000: 0.85% $5,000,000.01 - $7,500,000: 0.70% $7,500,000.01 - $10,000,000: 0.50% $10,000,000.01+: 0.25%

Location

Big Lake, MN

Most active in

Minnesota

Work history

Johnson Capital Management, LLC

2008 - Present (18 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

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