Marion
Chebet

Johnson Financial Group LLC

CRD#6930610
Investment Advisor
in Denver, CO

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About this Advisor

Marion Chebet is a financial advisor based in Denver, Colorado with 4 years of industry experience. Chebet is an advisor for Johnson Financial Group LLC. Chebet has gained experience at Callais Capital Management, LLC, South Texas Money Management, LTD, King Investment Advisors, Inc, Johnson Financial Group and Jfg Wealth Management, LLC. Chebet maintains a Series 65 license, qualifying them as an investment advisor representative, and is approved to serve investors in Colorado. Johnson Financial Group LLC is an advisory firm that has its headquarters in Denver, CO. The company has offices in three locations and a total of 35 advisors. It manages $2 billion in assets across its 704 client accounts, placing it among the biggest firms in the country by assets under management. The firm provides financial advisory services to one charitable organizations. Of its 704 accounts, 94% belong to high-net-worth individuals who have greater than $1 million in assets. The advisory firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Financial advisory fees usually depend on which services the firm provides the client. However, fee types charged by Johnson Financial Group LLC likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1144 Fifteenth Street Suite 3950
Denver, CO 80202

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Johnson Financial Group LLC Brokerage Details

Total Assets Under Management

$1,998,763,352

CO Average: $2,349,664,866
Total Number of Employees

35

CO Average: 28
Total Number of Accounts

704

CO Average: 1,101
Average Account Size

$2,839,152

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Marion Chebet Work History

Marion has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Johnson Financial Group

2019 - Present (5 years)

Jfg Wealth Management, LLC

2017 - 2019 (2 years)

Callais Capital Management, LLC

2015 - 2017 (2 years)

South Texas Money Management, LTD

2013 - 2015 (2 years)

King Investment Advisors, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Marion Chebet 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 Johnson Financial Group LLC

Travis Jones
Denver, CO
Marion Chebet
Denver, CO
Bryant Hicks
Denver, CO
Madeleine Heringer
Denver, CO
Krista Rutz
Denver, CO
Eric Adams
Denver, CO
Matthew Canning
Denver, CO
Nicholas Tabor
Denver, CO

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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