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Jeffrey Johnson

18 Years of Experience
Tallahassee, FL

Jeffrey Johnson is a registered investment advisor at Seven Hills Financial, LLC, based in Tallahassee, FL, with 18 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 276 clients with $150M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
IM Fee
Planning only
Assets Under Management
$149.1M
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Location

410 East 6th Avenue, Tallahassee, FL, 32303

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jeffrey is the Managing Member/President of AESOPS Run, LLC, a horse farm, since 2014. He dedicates a few hours per week to operations and overseeing jobs.

Employment History
Current Registrations
Seven Hills Financial, LLC
May 2007 - Present · 18 yrs 11 mos
State Registrations2 states
FLGA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Jeffrey Johnson - Financial Advisor | TrueAdvisor