J
CRD: 141350
Johnson, Jason L.
Jacksboro, TX
9404522640
$80.0M Total AUM
$80.0M Disc. AUM
-- 3Y CAGR
1 Employees
28 ADV. Clients
19 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Morgan Stanley · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-14-2006
- Office Locations
- 1
Office Locations
-- Jacksboro TX
About Johnson, Jason L.
Johnson, Jason L. is a Jacksboro-based RIA. The firm has been operating for 19 years. Managing $80.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Morgan Stanley. Services offered include Financial Planning, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$80.0M AVG AUM / ADVISOR
$2.9M AVG AUM / CLIENT
19.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
Premium access reveals conviction themes in quantum oak wave.
Request access to benchmark trends tied to zenith.
Upgrade to reveal position-level detail across legacy element.
Full visibility includes strategy notes for summit frontier oak.
See the complete signal summary connected to momentum.
Full visibility includes strategy notes for prime focus crest.
Request access to benchmark trends tied to radial.
Full visibility includes strategy notes for horizon value element.
Asset Classes
Crest element
Client Personas
Frontier Legacy unison
Investment Themes
Horizon element Insight crest
Investment Vehicles
Horizon
Services
Element harbor Capital Delta
Owner & Executives
J
JASON LAURENCE JOHNSON
Financial Advisor, General Partner, Owner
- CRD
- #5192052
- Ownership
- 75% or more
(307) 615-9959
oak.crest@atlascapital.com
in linkedin.com/in/alpha-catalyst
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $80,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $80,000,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $80,000,000
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,981,747,397 | 100.0% |
| Total | $4,981,747,397 | 100.0% |