Joel Johnson

Employer firm

Fourthought Financial Partners, LLC. CRD 323060

$1.93B regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• CREDIT AND CASH MANAGEMENT AND INSURANCE SOLUTIONS.

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

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

Current Employers

Employment History

• 08/2023 → Present
  Fourthought Financial Partners
  Venice, FL
• 11/2021 → 08/2023
  Sanibel Trust Company
  Sanibel, FL
• 09/2019 → 11/2021
  Sanibel Captiva Trust Company
  Sanibel, FL
• 04/2015 → 09/2019
  Sanibel Captiva Trust Company
  Sanibel, FL

Designations

• Certified Financial Planner