JJ

Jason Jackman

Johnson Investment Counsel

Cincinnati, OH
FINRA VerifiedFiduciary
Firm Details

Experience

20 yrs

AUM

$22B

Minimum

$1M

Fee Type

Fee-Only

Specialties

Wealth ManagementInvestment ManagementEstate Planning

Certifications & Licenses

FiduciaryCFA

Regulatory Information

FINRA Verified

Disclosures

Clean Record

No complaints, regulatory actions, or disclosures found

Fee Structure

Assets Under Management (AUM) Fee

$0 - $500K1.75%
$500K - $1M1.50%
$1M - $3M1.25%
$3M - $5M1.00%
$5M - Above0.75%

Account minimum: $100K

Comprehensive Financial Plan

$2Kone-time

Hourly Consultation

$150 - $286per hour

Work History

Johnson Investment CounselCurrent

Managing Director / Financial Advisor

Dec 2011 - Present14 years

Morgan Stanley

Senior Financial Advisor

Jul 2008 - Oct 20113 years

Morgan Stanley

Financial Advisor

Feb 2000 - Apr 20088 years

Other Business Activities

This advisor is also engaged in the following business activities:

insurance agent

Licensed to sell life insurance and annuities

Compensation: Commissions

broker dealer

Registered Representative with affiliated broker-dealer

Compensation: Commissions

Office Locations

Johnson Investment Counsel

Primary

Cincinnati, OH

Key Team Members

JJ

Jason Jackman

Financial Advisor