Joshua Mark Johnson

Employer firm

Mckinley Carter Wealth Services, Inc. CRD 135184

$2.31B regulatory AUM 8 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• INVESTMENT CONSULTING

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

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

Current Employers

Employment History

• 03/2001 → Present
  Christside Players
  Dayton, OH
• 05/2008 → 12/2020
  Lifeplan Financial Group, Inc.
  Dayton, OH
• 09/2020 → Present
  Mckinley Carter Wealth Services
  Wheeling, WV

Previous Registrations

• 2011-06-21 → 2020-12-01
  Lifeplan Financial Group, Inc.
  Dayton, OH
  Miamisburg, OH
• 2003-04-11 → 2008-06-03
  United Planners' Financial Services Of America A Limited Partner
  Dayton, OH

Other Businesses

1. DOUBLE J ENTERTAINMENT, NOT INVESTMENT RELATED DAYTON OH, ENTERTAIONMENT/DISC JOCKEY, PARTNER, SINCE 3/01, APPOX. 20 HRS. A MONTH. 0 DURING TRADING HRS.,GOSPEL ENTERTAINMENT FOR FUNCTIONS SUCH AS WEDDING RECEPTIONS, SKATE PARTIES ETC.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-12-08
• S63 Uniform Securities Agent State Law Examination
  1998-07-24

Designations

• Certified Financial Planner

Other Names

• Joshua Johnson