CRD: 300578
Johnson Capital Global Advisory L.l.c.
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-10-2019
- Office Locations
- 1
Office Locations
About Johnson Capital Global Advisory L.l.c.
Johnson Capital Global Advisory L.L.C. is a Jersey City, NJ registered investment adviser serving retail clients, with a focus on entrepreneurs. The firm provides financial planning and portfolio construction alongside insurance, tax and estate planning, and charitable giving. Investment approach spans active asset allocation using ETFs and fixed income, with stated interest in alternatives such as hedge funds and real estate. Founder-led by Dana Jerome Johnson.
Team overview
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Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DANA JEROME JOHNSON
Chief Compliance Officer, Chief Executive Officer, Managing Member, President
- CRD
- #5370624
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $1,200,000 | -- |
| Total | $1,200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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