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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Capital vectorBridge bridge
- Established Date
- 10-01-1981
- Office Locations
- 1
Office Locations
About Johnson Financial Advisors
Johnson Financial Advisors (JFA) is an independent, fiduciary firm in Tempe, AZ delivering highly personalized financial planning and investment advice, with retirement planning central for clients from getting started through their “golden years.” Services include insurance and risk management, education planning, philanthropic giving, and coordination of estate/succession and tax planning. The team emphasizes long-term, relationship-based engagement; custody includes Fidelity/NFS.
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Owner & Executives
PHILIP OTHO JOHNSON
Advisor
- CRD
- #846457
- Ownership
- 75% or more
LYNN TAYLOR JOHNSON
Secretary, Vice President
- CRD
- --
- Ownership
- Less than 5%
Crest wave
Ember matrix
- CRD
- #68708
- Ownership
- 31.4%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $300,962,981 | $398,099 |
| Non-Discretionary | $0 | -- |
| Total | $300,962,981 | $398,099 |
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Separately Managed Accounts
Total SMA Asset: $300,962,981
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,731,218,654 | 36.9% |
| Equity - Exchange | $2,361,134,826 | 31.9% |
| Cash | $2,309,323,089 | 31.2% |
| Total | $7,401,676,569 | 100.0% |