Ian Matthew Johnson

Capital Markets Iq, LLC

7 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate Planning

Capital Markets Iq, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

18 advisors

Number of Clients

827 clients

Average Client Portfolio

$545K average

Assets Under Management

$450.9M

Fee Structure

Minimum Investment:$100K

Minimum Annual Fee:$480

Location

Murphy, TX

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History

Regulatory History

Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Ian is part owner and CEO of Duck Energy Management LLC, an oil and gas production company. He also owns Bering Capital LLC.

Employment History

Current Registrations

Capital Markets Iq, LLC

May 2022 - Present · 3 yrs 9 mos

Previous Registrations

Center Street Advisors, INC.

April 2022 - June 2022 · 2 mos

Center Street Securities, INC.Broker

August 2021 - June 2022 · 10 mos

PFS Investments INC.Broker

February 2020 - August 2021 · 1 yr 6 mos

MML Investors Services, LLCBroker

June 2018 - December 2019 · 1 yr 6 mos

PFS Investments INC.Broker

October 2017 - April 2018 · 6 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.