James
Johnson
Blue Ocean Capital
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About this Advisor
James Johnson is a financial advisor based in West Palm Beach, Florida, working with Blue Ocean Capital. James has previously held positions at Cpa Asset Management Group, L.L.C. D/B/A Blue Ocean Capital and Elhilow, Smith & Company, LLC. James has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, James is part of Blue Ocean Capital, which operates out of West Palm Beach, Florida. The firm has 14 employees and manages assets totaling $498.1 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Blue Ocean Capital includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
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Blue Ocean Capital Brokerage Details
$498,069,151
14
458
$1,087,487
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
James Johnson Work History
Cpa Asset Management Group, L.L.C. D/B/A Blue Ocean Capital
Elhilow, Smith & Company, LLC
Disclosures
Please visit the SEC profile of James 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 Blue Ocean Capital
West Palm Beach, FL
West Palm Beach, FL
West Palm Beach, FL
West Palm Beach, FL
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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