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Daniel Adam Barnett

Johnson Investment Counsel, Inc.

Cincinnati, OH

Cincinnati, OH

CRD 4891562

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Employer firm

Johnson Investment Counsel, Inc. CRD 117054

$23.0B regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Johnson Investment Counsel, Inc.

3777 West Fork Road, Cincinnati, OH 45247 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-09-19
OH RA APPROVED 2014-10-23
  • TX RA
    APPROVED
    Since 2024-09-19
  • OH RA
    APPROVED
    Since 2014-10-23

Branch Locations

5577 Montgomery Rd., Ste 400, Cincinnati, OH 45236 • United States

3777 West Fork Road, Cincinnati, OH 45247 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Johnson Investment Counsel, Inc. Cincinnati OH 04/2015 04/2017
Johnson Investment Counsel Cincinnati OH 05/2017 Present
Previous Registrations
  • 2005-02-28 → 2005-06-23
    Morgan Stanley Dw Inc.
    Columbus, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-02-26
  • S66 Uniform Combined State Law Examination
    2005-02-26
Designations
  • Chartered Financial Analyst
Other Names
  • Dan Barnett

View on SEC IAPD

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