James
Johnson

Scf Investment Advisors, Inc

CRD#1700589
Investment Advisor
in Salt Lake City, UT

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About this Advisor

James Johnson is a financial advisor based in Salt Lake City, Utah, working with Scf Investment Advisors, Inc. James has previously held positions at Securities America, Inc, Securities America Advisors, Scf Investment Advisors, Inc, and Scf Securities, Inc. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Utah. Currently, James is part of Scf Investment Advisors, Inc, which operates out of Salt Lake City, Utah. The firm has 76 offices and 351 employees. The firm manages assets totaling $2.6 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, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Scf Investment Advisors, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, 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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Salt Lake City, UT

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Scf Investment Advisors, Inc Brokerage Details

Total Assets Under Management

$2,554,158,376

UT Average: $7,578,581,321
Total Number of Employees

351

UT Average: 43
Total Number of Accounts

11,146

UT Average: 3,727
Average Account Size

$229,155

UT Average: $2,033,427

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
  • Educational seminars/workshops

James Johnson Work History

2015 - Present (9 years)

Scf Investment Advisors, Inc

2015 - Present (9 years)

Scf Securities, Inc

2014 - 2015 (1 year)

Securities America, Inc

2014 - 2015 (1 year)

Securities America Advisors

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 Scf Investment Advisors, Inc

Joseph Goll
San Diego, CA
Sameer Phadke
San Diego, CA
Christopher White
Fresno, CA
Stephen Derengowski
San Diego, CA
David Grzesk
San Diego, CA
Adam Worth
San Diego, CA
Wesley Moore
San Diego, CA
James Johnson
Salt Lake City, UT

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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