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James Kevin Johnston

FINANCIAL RESOURCE MANAGEMENT, INC.·MEMPHIS, Tennessee
Unclaimed Profile
775 RIDGE LAKE BLVD, MEMPHIS, TN 38120CRD# 1689783Firm CRD# 148305
01

About

James Kevin Johnston is a registered financial advisor based in MEMPHIS, Tennessee, affiliated with FINANCIAL RESOURCE MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FINANCIAL RESOURCE MANAGEMENT, INC.
FINANCIAL RESOURCE MANAGEMENT, INC.
AUM
$76M
Regulatory assets under management
Employees
6
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1689783
Firm CRD# 148305
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Kevin Johnston offer?
James Kevin Johnston specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MEMPHIS, Tennessee for a consultation.
What are James Kevin Johnston's credentials?
James Kevin Johnston is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Kevin Johnston located?
James Kevin Johnston is based in MEMPHIS, Tennessee, working with FINANCIAL RESOURCE MANAGEMENT, INC.. Their office serves clients in the MEMPHIS metropolitan area and surrounding communities.
How does James Kevin Johnston charge for services?
James Kevin Johnston'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 FINANCIAL RESOURCE MANAGEMENT, INC.?
FINANCIAL RESOURCE MANAGEMENT, INC. has approximately 6 employees and manages $76M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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