Profil
Jeremy Richard Johnson worked as a Financial Planning Assistant at JMG Financial Group Ltd.
from 2002 to 2007.
He then worked as a Financial Advisor at Whitnell & Co. from 2007 to 2011.
From 2011 to 2017, he worked as a Lead Advisor at Capstone Financial Advisors, Inc. Johnson received his undergraduate degree from the University of Illinois in 2002 and his graduate degree from The College for Financial Planning, Inc. in 2006.
Ehemalige bekannte Positionen von Jeremy Richard Johnson
| Unternehmen | Position | Ende |
|---|---|---|
Capstone Financial Advisors, Inc.
 Capstone Financial Advisors, Inc. Investment ManagersFinance Capstone Financial Advisors, Inc. (Capstone) is an independent, SEC-registered investment advisor headquartered in Downers Grove, Illinois. The firm was founded by Troy E. Bute and J. Frank Verkamp in 1999. Capstone provides advisory services to high-net-worth individuals, families, and institutions. | Mitglied des Investmentausschusses | 01.12.2017 |
Whitnell & Co.
 Whitnell & Co. Investment ManagersFinance Whitnell & Co. is a wealth management firm and registered investment advisor headquartered in Oak Brook, Illinois. The firm was founded in 1988 to manage investments for the Donald P. Kelly family and a small number of other families and individuals. In 2006, Whitnell began offering both financial planning and portfolio management services to other high net-worth families, individuals, trusts, foundations and institutional investors. In 2011, Whitnell expanded their family office services offering by adding the Family Office Practice group which focuses on providing high level services to ultrahigh net-worth clients. The firm became an indirect, wholly-owned subsidiary of Associated Banc-Corp. (NYSE: ASB) in October 2017. | Corporate Officer/Principal | 30.11.2011 |
JMG Financial Group Ltd.
 JMG Financial Group Ltd. Investment ManagersFinance JMG Financial Group Ltd. (JMG) is an independent, fee-only wealth management firm headquartered in Downers Grove, Illinois. Founded in 1984, JMG provides comprehensive and customized wealth management services for high net worth individuals and families. | Corporate Officer/Principal | 30.06.2007 |
Ausbildung von Jeremy Richard Johnson
| University of Illinois | Undergraduate Degree |
| The College for Financial Planning, Inc. | Graduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Capstone Financial Advisors, Inc.
Capstone Financial Advisors, Inc. Investment ManagersFinance Capstone Financial Advisors, Inc. (Capstone) is an independent, SEC-registered investment advisor headquartered in Downers Grove, Illinois. The firm was founded by Troy E. Bute and J. Frank Verkamp in 1999. Capstone provides advisory services to high-net-worth individuals, families, and institutions. | Finance |
Whitnell & Co.
Whitnell & Co. Investment ManagersFinance Whitnell & Co. is a wealth management firm and registered investment advisor headquartered in Oak Brook, Illinois. The firm was founded in 1988 to manage investments for the Donald P. Kelly family and a small number of other families and individuals. In 2006, Whitnell began offering both financial planning and portfolio management services to other high net-worth families, individuals, trusts, foundations and institutional investors. In 2011, Whitnell expanded their family office services offering by adding the Family Office Practice group which focuses on providing high level services to ultrahigh net-worth clients. The firm became an indirect, wholly-owned subsidiary of Associated Banc-Corp. (NYSE: ASB) in October 2017. | Finance |
JMG Financial Group Ltd.
JMG Financial Group Ltd. Investment ManagersFinance JMG Financial Group Ltd. (JMG) is an independent, fee-only wealth management firm headquartered in Downers Grove, Illinois. Founded in 1984, JMG provides comprehensive and customized wealth management services for high net worth individuals and families. | Finance |
