Douglas Johnson (CRD# 1321574) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Bedford, IN and has over 39 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.
CRD# 4621908
Edward Jones
CRD# 5306791
Edward Jones
CRD# 5480934
J. W. Cole Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Comprehensive Financial Consultants Institutional, Inc. | Bloomington, IN | Jan 2023 - Current | 1 |
| Ja Benefits, LLC | Bedford, IN | Jul 2020 - Current | 3 |
| J.w. Cole Financial, Inc. | Tampa, FL | Dec 2015 - Current | 8 |
| J.w. Cole Advisors, Inc. | Tampa, FL | Dec 2015 - Current | 8 |
| Johnson Financial Group | Bedford, IN | May 1988 - Current | 35 |
| Ja Benefits, LLC | Bedford, IN | Jan 2005 - Jul 2020 | 15 |
| 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 |
- IN
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Total Assets Under Management5,736MILLIONS
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Total Number of Accounts25,612ACCOUNTS
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Average Account Value$223,952
- 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)
- Educational seminars/workshops
- Other
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