Jonathan M Mcevoy

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:

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

Current Employers

Employment History

• 05/2015 → 03/2022
  Johnson Investment Counsel, Inc.
  Cincinnati, OH
• 03/2022 → Present
  Johnson Investment Counsel, Inc.
  Cincinnati, OH

Previous Registrations

• 2007-11-14 → 2011-01-06
  Strategic Advisers Llc
  Covington, KY
  Blue Ash, OH

Other Businesses

(1) MILLER MAC PROPERTIES LLC; PERSONAL REAL ESTATE INVESTMENT-RELATED; 3744 ASHWORTH DRIVE, UNIT A, CINCINNATI, OH 45208; REAL ESTATE INVESTMENT; MEMBER; START 06/28/2020; ONE HOUR PER MONTH NOT DURING SECURITIES TRADING HOURS; ENSURE RENT IS COLLECTED AND MORTGAGE IS PAID. (2) MAC & MAC PROPERTIES LLC; PERSONAL REAL ESTATE INVESTMENT-RELATED; 3744 ASHWORTH DRIVE, UNIT A, CINCINNATI, OH 45208; REAL ESTATE INVESTMENT; MEMBER; START 07/14/2022; ONE HOUR PER MONTH NOT DURING SECURITIES TRADING HOURS; ENSURE RENT IS COLLECTED AND MORTGAGE IS PAID; (3) BARTLETT & MAC PROPERTIES LLC ANTWERP;PERSONAL REAL ESTATE INVESTMENT-RELATED; MEMBER; START 06/29/02023; ONE HOUR PER MONTH NOT DURING SECURITIES TRADING HOURS; ENSURE RENT IS COLLECTED AND MORTGAGE IS PAID; (4) MILLER MAC PROPERTIES CUYAHOGA FALLS LLC; PERSONAL REAL ESTATE INVESTMENT-RELATED; 3744 ASHWORTH DRIVE, UNIT A, CINCINNATI, OH 45208; MEMBER; START 06/27/2021; ONE HOUR PER MONTH NOT DURING SECURITIES TRADING HOURS; ENSURE RENT IS COLLECTED AND MORTGAGE IS PAID.

Exams

• S66 Uniform Combined State Law Examination
  2008-02-19
• S63 Uniform Securities Agent State Law Examination
  2006-09-15

Designations

• Certified Financial Planner