Mark
Mcconnell

Johnson Financial Group LLC

CRD#4916378
Investment Advisor
in Denver, CO

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About this Advisor

Mark Mcconnell is a financial advisor based in Denver, Colorado, working with Johnson Financial Group LLC. Mark has previously held positions at Morgan Stanley Private Wealth Management, Stand Together, Jfg Wealth Management, LLC, and Johnson Financial Group. Mark has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in the District of Columbia and Virginia. Currently, Mark is part of Johnson Financial Group LLC, which operates out of Denver, Colorado. The firm has 1 office and 39 employees. The firm manages assets totaling $2.5 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 pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Johnson Financial Group LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1144 Fifteenth Street Suite 3950
Denver, CO 80202

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Johnson Financial Group LLC Brokerage Details

Total Assets Under Management

$2,476,192,497

CO Average: $2,349,664,866
Total Number of Employees

39

CO Average: 28
Total Number of Accounts

788

CO Average: 1,101
Average Account Size

$3,142,376

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Mark Mcconnell Work History

2022 - Present (3 years)

Jfg Wealth Management, LLC

2022 - Present (3 years)

Johnson Financial Group

2016 - 2022 (6 years)

Stand Together

2004 - 2015 (11 years)

Morgan Stanley Private Wealth Management

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Disclosures

Please visit the SEC profile of Mark Mcconnell 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 Johnson Financial Group LLC

Albert Williams
Denver, CO
Aidan Scott
Denver, CO
Keri Neujahr
Denver, CO
Nicole Caizzo
Denver, CO
Eric Adams
Denver, CO
Bryant Hicks
Denver, CO
Nicholas Tabor
Denver, CO
Madeleine Heringer
Denver, CO

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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