J
Johnson, Jason L.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$80,000,000
Clients
14
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
14
LowAverage account size
$5,714,286
About
The firm provides discretionary and non-discretionary investment management primarily to high-net-worth individuals and select business or institutional clients, focusing on portfolio construction using mutual funds, exchange-traded funds, and individual securities. Client relationships are limited in number and tailored, with the advisor implementing agreed investment programs and providing ongoing supervision while clients maintain custody of their assets.
Investment decisions combine fundamental and technical analysis with macroeconomic inputs to establish asset allocation and sector weightings, using a core indexed approach supplemented by selected individual stocks, ETFs, and closed-end funds to address income and tax considerations. Portfolios are monitored and re-optimized as market conditions or client circumstances change, and clients may impose reasonable investment restrictions.
Noteworthy aspects include the firm’s use of a performance-based fee option—an uncommon arrangement among similar independent advisors—and an absence of routine percentage-of-assets billing, alongside other non‑AUM billing choices. The practice maintains a very small, concentrated client roster and is led by a principal with an academic background in economics and extension work, which the brochure indicates informs a research-driven, macro-aware investment process.
Client services
Portfolio management
Expertise
Active portfolio management
Tax-loss harvesting
Occupation focus
University Employee
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
Main office location
Johnson, Jason L.
Jacksboro TX, United States
Number of offices
1
Most active in
Johnson, Jason L. has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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.
Forms ADV
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