Joel Johnson

Employer firm

Jpl Wealth Management, LLC CRD 328474

$588M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → 07/2019
  United Capital
  Denver, CA
• 07/2019 → 10/2023
  Goldman Sachs Personal Financial Management
  Denver, CO
• 10/2023 → Present
  Jpl Wealth Management, Llc
  Highlands Ranch, CO

Previous Registrations

• 2015-01-23 → 2023-11-09
  United Capital Financial Advisors
  Denver, CO
  Scottsdale, AZ
  Scottsdale, AZ
  Denver, CO
• 2012-10-15 → 2015-01-23
  Capital Investment Counsel, Inc
  Houston, TX
• 2009-08-25 → 2012-10-19
  Td Ameritrade, Inc.
  Denver, CO
• 2009-08-25 → 2012-10-19
  Td Ameritrade Investment Management, Llc
  Denver, CO
• 2009-05-22 → 2009-09-21
  Reaction Financial Group, Llc
  Plano, TX
• 2009-02-06 → 2009-04-20
  Lpl Financial Llc
  Plano, TX
  Frisco, TX
  San Diego, CA
• 2004-04-08 → 2009-02-19
  Charles Schwab & Co., Inc.
  Schaumburg, IL
  Schaumburg, IL
  Plano, TX

Exams

• S66 Uniform Combined State Law Examination
  2004-04-06
• S65 Uniform Investment Adviser Law Examination
  1998-12-24
• S63 Uniform Securities Agent State Law Examination
  1998-12-07

Designations

• Certified Financial Planner

Other Names

• Joel Gregory Johnson