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Jerry Lavell Johnson

HALIFAX INVESTMENT MANAGEMENT, L.L.C.·WASHINGTON, District of Columbia
Clean recordHALIFAX INVESTMENT MANAGEMENT, L.L.C.
1133 CONNECTICUT AVENUE, NW, WASHINGTON, DC 20036CRD# 3105238Firm CRD# 152789

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jerry Lavell Johnson · WASHINGTON, DC
Registration
CRD #3105238 · HALIFAX INVESTMENT MANAGEMENT, L.L.C.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jerry Lavell Johnson is a registered financial advisor based in WASHINGTON, District of Columbia, affiliated with HALIFAX INVESTMENT MANAGEMENT, L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
HALIFAX INVESTMENT MANAGEMENT, L.L.C.
HALIFAX INVESTMENT MANAGEMENT, L.L.C.
AUM
$1.6B
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at HALIFAX INVESTMENT MANAGEMENT, L.L.C. →
Services
Pension consulting
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Background

Compensation
Percentage of AUM
Performance-based fees
Other: CONSULTING
Regulatory
SEC/IARD CRD# 3105238
Firm CRD# 152789
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jerry Lavell Johnson offer?
Jerry Lavell Johnson specializes in Retirement Planning. Contact their office in WASHINGTON, District of Columbia for a consultation.
What are Jerry Lavell Johnson's credentials?
Jerry Lavell Johnson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jerry Lavell Johnson located?
Jerry Lavell Johnson is based in WASHINGTON, District of Columbia, working with HALIFAX INVESTMENT MANAGEMENT, L.L.C.. Their office serves clients in the WASHINGTON metropolitan area and surrounding communities.
How does Jerry Lavell Johnson charge for services?
Jerry Lavell Johnson's firm is compensated through percentage of aum, performance-based fees, other: consulting. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HALIFAX INVESTMENT MANAGEMENT, L.L.C.?
HALIFAX INVESTMENT MANAGEMENT, L.L.C. has approximately 16 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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David Yossi Bard
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