Claim Profile
JJ

Jeffrey Whatley Johnson

BLACKFORD CAPITAL, INC.·GRAND RAPIDS, Michigan
Unclaimed Profile
190 MONROE AVE, NW, GRAND RAPIDS, MI 49503CRD# 2796992Firm CRD# 298823
01

About

Jeffrey Whatley Johnson is a registered financial advisor based in GRAND RAPIDS, Michigan, affiliated with BLACKFORD CAPITAL, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
BLACKFORD CAPITAL, INC.
BLACKFORD CAPITAL
AUM
$91M
Regulatory assets under management
Employees
Total firm employees
Services
Pension consulting
04

Background

Compensation
Performance-based fees
Other: RECEIVE A MANAGEMENT FEE FROM THE UNDERLYING PORTFOLIO COMPANIES
Regulatory
SEC/IARD CRD# 2796992
Firm CRD# 298823
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in GRAND RAPIDS?

Browse all registered financial advisors in GRAND RAPIDS, Michigan or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Jeffrey Whatley Johnson offer?
Jeffrey Whatley Johnson specializes in Retirement Planning. Contact their office in GRAND RAPIDS, Michigan for a consultation.
What are Jeffrey Whatley Johnson's credentials?
Jeffrey Whatley Johnson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Whatley Johnson located?
Jeffrey Whatley Johnson is based in GRAND RAPIDS, Michigan, working with BLACKFORD CAPITAL, INC.. Their office serves clients in the GRAND RAPIDS metropolitan area and surrounding communities.
How does Jeffrey Whatley Johnson charge for services?
Jeffrey Whatley Johnson's firm is compensated through performance-based fees, other: receive a management fee from the underlying portfolio companies. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BLACKFORD CAPITAL, INC.?
BLACKFORD CAPITAL, INC. is a registered investment adviser with the SEC, managing $91M in regulatory assets under management. See their Form ADV for full details.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty