Jeremy
Johnson

Bison Advisors

CRD#6658360
Investment Advisor
in Hartwell, GA

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About this Advisor

Jeremy Johnson is a financial advisor based in Hartwell, Georgia, working with Bison Advisors. Jeremy has previously held positions at Safe Harbor Retirement Advisors Inc, The Retirement Resource Group, Sawtooth Solutions, LLC, Truadvice, LLC, and Bison Advisors. Jeremy has passed the Series 65 regulatory exam and is registered to provide services in North Carolina. Currently, Jeremy is part of Bison Advisors, which operates out of Hartwell, Georgia. The firm has 15 offices and 39 employees. The firm manages assets totaling $1.2 billion and 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, portfolio management for institutional clients, and educational seminars. The fee structure at Bison Advisors includes asset-based, hourly, and fixed 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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

122 W. Franklin St.
Hartwell, GA 30643

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Bison Advisors Brokerage Details

Total Assets Under Management

$1,156,986,900

GA Average: $3,570,121,308
Total Number of Employees

39

GA Average: 58
Total Number of Accounts

6,352

GA Average: 1,608
Average Account Size

$182,145

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Educational seminars/workshops

Jeremy Johnson Work History

2023 - Present (1 year)

Bison Advisors

2015 - Present (9 years)

Safe Harbor Retirement Advisors Inc

2020 - 2020 (< 1 year)

Sawtooth Solutions, LLC

2020 - 2023 (3 years)

Truadvice, LLC

2012 - 2015 (3 years)

The Retirement Resource Group

Disclosures

Please visit the SEC profile of Jeremy 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 Bison Advisors

Jacob Tornow
Hartwell, GA
Nicholas Gyeszat
Sarasota, FL
Steven Clark
Hartwell, GA
Thomas Andersen
Naples, FL
Erin Holloway
Tyler, TX
David Berns
Sarasota, FL
Jeremy Johnson
Hartwell, GA
Lyndon Harrison
Naples, 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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