James
Johnson

Florida Financial Advisors, LLC

CRD#7844190
Investment Advisor
in Tampa, FL

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About this Advisor

James Johnson is a financial advisor based in Tampa, Florida, working with Florida Financial Advisors, LLC. James has previously held positions at Florida Financial Advisors, The Columbia, Momentum Solar, Crown Hyundai, Select Gcr, Mutual Of Omaha Mortgage, Look Cinemas, Patrick's 1481, Shore, Duffy's Sports Grill, Dave And Buster's, Eggspectation, Iron Rooster, Two Rivers Steak House, Zoup, The Cheesecake Factory, Panera Bread Company, Broadneck Grill And Cantina, and Trinity Wealth Securities, LLC. James has passed the Series 65 regulatory exam and is registered to provide services in Florida and Texas. Currently, James is part of Florida Financial Advisors, LLC, which operates out of Tampa, Florida. The firm has 10 offices and 310 employees. The firm manages assets totaling $199.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Florida Financial Advisors, LLC includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

4301 Anchor Plaza Parkway Suite 100
Tampa, FL 33634

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Florida Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$199,000,000

FL Average: $1,855,561,029
Total Number of Employees

310

FL Average: 62
Total Number of Accounts

1,371

FL Average: 2,474
Average Account Size

$145,150

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

James Johnson Work History

2024 - Present (0 year)

Trinity Wealth Securities, LLC

2023 - Present (1 year)

Florida Financial Advisors

2023 - 2023 (< 1 year)

The Columbia

2022 - 2023 (1 year)

Momentum Solar

2022 - 2022 (< 1 year)

Crown Hyundai

2022 - 2022 (< 1 year)

Select Gcr

2021 - 2022 (1 year)

Mutual Of Omaha Mortgage

2021 - 2021 (< 1 year)

Look Cinemas

2021 - 2021 (< 1 year)

Patrick'S 1481

2020 - 2021 (1 year)

Shore

2018 - 2020 (2 years)

Duffy'S Sports Grill

2018 - 2018 (< 1 year)

Dave And Buster'S

2017 - 2018 (1 year)

Eggspectation

2017 - 2017 (< 1 year)

Iron Rooster

2017 - 2017 (< 1 year)

Two Rivers Steak House

2017 - 2017 (< 1 year)

Zoup

2016 - 2017 (1 year)

The Cheesecake Factory

2015 - 2016 (1 year)

Panera Bread Company

2015 - 2015 (< 1 year)

Broadneck Grill And Cantina

2013 - 2015 (2 years)

Dave And Buster'S

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 Florida Financial Advisors, LLC

Jovaan Volcy
Orlando, FL
Marcel Kozlowski
Philadelphia, PA
Melanie Messer
Atlanta, GA
Ilya Pogosyan
Miami, FL
Jordan Nicolson
Jacksonville, FL
Wyatt Davy
Tampa, FL
Aidan Flint
Vienna, VA
Austin Graves
Nashville, TN

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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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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