Mitchell
Johnson
49 Financial
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About this Advisor
Mitchell Johnson is a financial advisor who works out of Dallas, Texas. Johnson is an advisor for 49 Financial. The advisor has gained experience at Low T Center, Westside Community Schools, Dordt College, Axa Advisors, LLC, Purshe Kaplan Sterling Investments, Inc, Thrivent Advisor Network, LLC and 49 Wealth Management LLC. Johnson holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Texas. 49 Financial is a company operating out of Austin, TX. It manages $231 million in total assets across its 2,262 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 2,262 customer accounts, just 4% belong to high-net-worth individuals who have more than $1 million in investable assets. 49 Financial has a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules largely vary depending on which services the firm provides the client. Fees billed by 49 Financial can include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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49 Financial Brokerage Details
$230,561,939
55
2,262
$101,928
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
Mitchell Johnson Work History
Mitchell has been registered as a financial advisor for 0 years.*
49 Wealth Management LLC
Purshe Kaplan Sterling Investments, Inc
Thrivent Advisor Network, LLC
Axa Advisors, LLC
Low T Center
Westside Community Schools
Dordt College
Dordt College
*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 Mitchell 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 49 Financial
Austin, TX
Austin, TX
Charlotte, NC
Austin, TX
Charlotte, NC
Austin, TX
Austin, TX
Rogers, AR
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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