Philip R Johnson

Employer firm

Independent Financial Group, LLC CRD 7717

$12.9B regulatory AUM 301 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 10/2012 → 07/2022
  J.P. Morgan Securities Llc
  Columbus, OH
• 08/2022 → 11/2022
  Aegis Capital Corp
  Melville, NY
• 11/2022 → Present
  Independent Financial Group, Llc
  Hilliard, OH

Previous Registrations

• 2022-09-06 → 2022-11-15
  Aegis Capital Corp.
  New York, NY
  Hilliard, OH
  Melville, NY
• 2012-10-01 → 2022-07-14
  J.P. Morgan Securities Llc
  Columbus, OH
  Columbus, OH
  Columbus, OH
  Plain City, OH
• 2008-06-24 → 2012-10-01
  Chase Investment Services Corp.
  Columbus, OH
  Chicago, IL

Other Businesses

(1) PRJ WEALTH ADVISORS, LLC POSITION: OWNER, MANAGING DIRECTOR, WEALTH ADVISOR NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/13/2022 ADDRESS: 2773 Bramble Court, Hilliard OH 43026, United States DESCRIPTION: DBA NAME FOR MARKETING PURPOSES.

Exams

• S66 Uniform Combined State Law Examination
  2008-06-18
• S63 Uniform Securities Agent State Law Examination
  1999-03-02