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James Melvin Johnson

PARKER CARLSON & JOHNSON·DAYTON, Ohio
Clean record14 years registeredPARKER CARLSON & JOHNSON
7812 MCEWEN ROAD, DAYTON, OH 45459CRD# 4347530Firm CRD# 105815

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Melvin Johnson · DAYTON, OH
Registration
CRD #4347530 · PARKER CARLSON & JOHNSON · 14 years registered
Brand Profile
Not yet started
01

Career History

JOHNSON CAPITAL ADVISORY, LLC
Apr 2018 – present
CAPTRUST
Dec 2015 – Apr 2018
Dayton, OH
PARKER CARLSON & JOHNSON
May 2012 – Dec 2015
DAYTON, OH
02

Registrations & Exams

Registration record
First registered · May 23, 2012
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PARKER CARLSON & JOHNSON
CRD 105815 · SEC 801-17956
AUM
$288M
Regulatory assets under management
Employees
8
333 client accounts
Services offered by PARKER CARLSON & JOHNSON
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Market timing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PARKER CARLSON & JOHNSON →
Introduction

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05

Frequently Asked Questions

What services does James Melvin Johnson offer?
James Melvin Johnson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DAYTON, Ohio for a consultation.
What are James Melvin Johnson's credentials?
James Melvin Johnson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Melvin Johnson located?
James Melvin Johnson is based in DAYTON, Ohio, working with PARKER CARLSON & JOHNSON. Their office serves clients in the DAYTON metropolitan area and surrounding communities.
How does James Melvin Johnson charge for services?
James Melvin Johnson's firm is compensated through percentage of aum, hourly charges, subscription fees, other: lump sum adviser's fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PARKER CARLSON & JOHNSON?
PARKER CARLSON & JOHNSON has approximately 8 employees and manages $288M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PARKER CARLSON & JOHNSON

Kathleen Ann Carlson
DAYTON, OH

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