Unclaimed Profile

Lance Jarl Johnson

ROI FINANCIAL ADVISORS, LLC·BEAVERTON, Oregon

Series 7, Series 63, Series 6618 years registeredROI FINANCIAL ADVISORS, LLC

14675 SW MILLIKAN WAY, BEAVERTON, OR 97003CRD# 2244093Firm CRD# 160100

Profile Verification

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

Identity

Lance Jarl Johnson · BEAVERTON, OR

Registration

CRD #2244093 · ROI FINANCIAL ADVISORS, LLC · 18 years registered

Brand Profile

Not yet started

Career History

ROI FINANCIAL

Jun 2012 – present

AMERIPRISE FINANCIAL SERVICES, INC.

Apr 2008 – Nov 2010

BEAVERTON, OR

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 66

Registration record

First registered · April 17, 2008

Years registered · 18

Disclosure History

2010Employment Separation After Allegations

2004Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

ROI FINANCIAL ADVISORS, LLC

CRD 160100 · SEC 801-121903

AUM

$162M

Regulatory assets under management

Employees

1,165 client accounts

Services offered by ROI FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ROI FINANCIAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Lance Jarl Johnson offer?

Lance Jarl Johnson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BEAVERTON, Oregon for a consultation.

What are Lance Jarl Johnson's credentials?

Lance Jarl Johnson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lance Jarl Johnson located?

Lance Jarl Johnson is based in BEAVERTON, Oregon, working with ROI FINANCIAL ADVISORS, LLC. Their office serves clients in the BEAVERTON metropolitan area and surrounding communities.

How does Lance Jarl Johnson charge for services?

Lance Jarl Johnson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ROI FINANCIAL ADVISORS, LLC?

ROI FINANCIAL ADVISORS, LLC has approximately 9 employees and manages $162M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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