Jeffrey
Johnson

Capital Financial Services, Inc

CRD#2312446
Investment Advisor
in Ames, IA
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About this Advisor

Jeffrey Johnson is a financial advisor who works out of Ames, Iowa, who has been in the financial industry for 15 years. Johnson is an employee of Capital Financial Services, Inc. They have worked at Capital Financial Services, Inc for their whole career. Johnson has Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Iowa and Oregon. Capital Financial Services, Inc is an advisory firm operating out of Ames, Iowa. The firm has offices in 49 locations and a total of 92 people on staff. It administers $220 million in assets between its 1,656 accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 1,656 accounts, just 1% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The advisory firm provides a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules vary depending on which service is provided. However, fee types billed by Capital Financial Services, Inc most likely are comprised of some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65, Series 63

Years of Experience

15 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

205 Clark Ave Suite 2
Ames, IA 50010

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Capital Financial Services, Inc Brokerage Details

Total Assets Under Management

$219,959,155

IA Average: $301,464,358
Total Number of Employees

92

IA Average: 16
Total Number of Accounts

1,656

IA Average: 774
Average Account Size

$132,826

IA Average: $389,489

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Investment Advisory Services

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

Jeffrey Johnson Work History

Jeffrey has 15 years of experience.

2003 - Present (16 years)

Capital Financial Services, Inc

Disclosures

Jeffrey Johnson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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