Jeffrey
Johnson

Old Mission Investment Company, LLC

CRD#3048003
Investment Advisor
in Traverse City, MI

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About this Advisor

Jeffrey Johnson is a financial advisor based out of Traverse City, Michigan with a total of 13 years of relevant experience. Johnson is an employee of Old Mission Investment Company, LLC. The advisor has gained experience at Old Mission Investments and Purshe Kaplan Sterling Investments. Johnson holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in Michigan. Old Mission Investment Company, LLC is a financial advisory business operating out of Traverse City, MI. The company has a total of 10 financial advisors. It controls $602 million in total assets across its 1,678 customer accounts, placing it among the larger investment advisory firms in the nation by assets under management. The firm advises two charitable organizations. Of its 1,678 customer accounts, just 6% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The firm performs a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. Financial advisory fees largely vary depending on which services the firm provides the client. Fees charged by Old Mission Investment Company, LLC can include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

880 Munson Avenue Suite B
Traverse City, MI 49686

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Old Mission Investment Company, LLC Brokerage Details

Total Assets Under Management

$602,228,739

MI Average: $943,424,332
Total Number of Employees

10

MI Average: 21
Total Number of Accounts

1,678

MI Average: 1,586
Average Account Size

$358,897

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

Jeffrey Johnson Work History

Jeffrey has been registered as a financial advisor for 13 years.*

2006 - Present (18 years)

Old Mission Investments

2006 - Present (18 years)

Purshe Kaplan Sterling Investments

*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 Jeffrey 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 Old Mission Investment Company, LLC

Lindsay Fitzpatrick
Traverse City, MI
Carey Tafelsky
Traverse City, MI
Kendra Rasner
Traverse City, MI
Kurt Schuler
Traverse City, MI
Jeffrey Johnson
Traverse City, MI
Christopher Lamb
Traverse City, MI
Robert Stibbs
Traverse City, MI
Susan Wipperman
Traverse City, MI

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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