Douglas JohnsonCRD Number: 1321574
Current Firm: J. W. Cole Advisors, Inc.
Douglas Johnson (CRD# 1321574) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Bedford, IN and has over 35 years of experience in the finance industry. Douglas Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Wells Fargo Advisors Financial Network, LLC
Oneamerica Securities, Inc.
Oneamerica Securities, Inc.
|J.w. Cole Financial, Inc.||Tampa, FL||Dec 2015 - Current||4|
|J.w. Cole Advisors, Inc.||Tampa, FL||Dec 2015 - Current||4|
|Ja Benefits, LLC||Bedford, IN||Jan 2005 - Current||15|
|Johnson Financial Group||Bedford, IN||May 1988 - Current||31|
|Parkland Securities||Ann Arbor, MI||Aug 2014 - Dec 2015||1|
|Spc||Ann Arbor, MI||Mar 2010 - Dec 2015||5|
|Sammons Securities Company, LLC||Ann Arbor, MI||Mar 2010 - Aug 2014||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1985|
Total Assets Under Management2,096MILLIONS
Total Number of Accounts10,975ACCOUNTS
Average Account Value$190,975
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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