Unclaimed Profile

Holli Jo Alexander

JOHNSON INVESTMENT COUNSEL, INC.·CINCINNATI, Ohio

SIE, Series 7, Series 24, Series 27, Series 63, Series 99TOClean recordJOHNSON INVESTMENT COUNSEL, INC.

3777 WEST FORK ROAD, CINCINNATI, OH 45247CRD# 4336279Firm CRD# 117054

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Holli Jo Alexander · CINCINNATI, OH

Registration

CRD #4336279 · JOHNSON INVESTMENT COUNSEL, INC.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 27

Series 63

Series 99TO

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JOHNSON INVESTMENT COUNSEL, INC.

CRD 117054 · SEC 801-60676

AUM

$18.6B

Regulatory assets under management

Employees

151

15,436 client accounts

Services offered by JOHNSON INVESTMENT COUNSEL, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at JOHNSON INVESTMENT COUNSEL, INC. →

Introduction

Speak with Holli

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Holli is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CINCINNATI?

Browse all registered financial advisors in CINCINNATI, Ohio or claim this profile if it's yours.

Browse CINCINNATI Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Holli Jo Alexander offer?

Holli Jo Alexander specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CINCINNATI, Ohio for a consultation.

What are Holli Jo Alexander's credentials?

Holli Jo Alexander is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Holli Jo Alexander located?

Holli Jo Alexander is based in CINCINNATI, Ohio, working with JOHNSON INVESTMENT COUNSEL, INC.. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.

How does Holli Jo Alexander charge for services?

Holli Jo Alexander's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JOHNSON INVESTMENT COUNSEL, INC.?

JOHNSON INVESTMENT COUNSEL, INC. has approximately 151 employees and manages $18.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →