Jake
Johnson
Capital Investment Counsel, LLC
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About this Advisor
Jake Johnson is a financial advisor based in Denver, Colorado, working with Capital Investment Counsel, LLC. Jake has previously held positions as a full-time student at the University of San Diego, and at Tickets For Less LLC, Schaefer Financial Management, and Capital Investment Counsel, LLC. Jake has passed the Series 65 regulatory exam and is registered to provide services in Colorado. Currently, Jake is part of Capital Investment Counsel, LLC, which operates out of Denver, Colorado. The firm has one office and seven employees. The firm manages assets totaling $548.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Capital Investment Counsel, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Capital Investment Counsel, LLC Brokerage Details
$548,347,659
7
744
$737,026
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Jake Johnson Work History
Capital Investment Counsel, LLC
Schaefer Financial Management
Tickets For Less LLC
University Of San Diego
Full Time Student
Disclosures
Please visit the SEC profile of Jake Johnson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Capital Investment Counsel, LLC
Denver, CO
Denver, CO
Denver, CO
Denver, CO
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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