Brian H. Johnson

Brian H. Johnson Email and Phone Number

Investment Advisor at Johnson Wealth Management - "Facilitating Better Financial Decisions." @ Cambridge Investment Research, Inc.
fairfield, iowa, united states
Brian H. Johnson's Location
Denver Metropolitan Area, United States
Brian H. Johnson's Contact Details
About Brian H. Johnson

Brian Johnson has been in the wealth management industry since 1987, bringing decades of experience to individual clients and their investment portfolios. His keen attention to detail and persistent pursuit of industry knowledge provides solid advice to the hundreds of individuals and families for whom he has guided — each unique in their financial and life situations, successes and consequences.Brian’s Goals Based Approach to managing client assets utilizes a broad base of traditional investment vehicles including Stocks, Mutual Funds, Laddered U.S. Treasury and Municipal Bond Strategies, Separately Managed Accounts, Fee Based Accounts, Managed Futures, Real Estate Investment Trusts (REITS) and Variable Annuities.Brian has served a number of major financial services firms in numerous roles including Regional Manager, Branch Manager, Sales Manager, Syndicate Coordinator and Separately Managed Account Coordinator.When not assisting clients to their better financial futures, Brian enjoys time with family, traveling, healthy living and anything outdoors.Brian holds a BA degree from Texas State University.

Brian H. Johnson's Current Company Details
Cambridge Investment Research, Inc.

Cambridge Investment Research, Inc.

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Investment Advisor at Johnson Wealth Management - "Facilitating Better Financial Decisions."
fairfield, iowa, united states
Website:
joincambridge.com
Employees:
980
Brian H. Johnson Work Experience Details
  • Cambridge Investment Research, Inc.
    Investment Advisor
    Cambridge Investment Research, Inc. Dec 2014 - Present
    13984 West Bowles Ave, Suite 102 Littleton Co 80127
    Offering investment advice and financial services to Retirees and Pre-Retirees.
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  • First Financial Equity Corporation
    Senior Vice President - Investments
    First Financial Equity Corporation Oct 2008 - Nov 2014
    Greenwood Village, Colorado
    Offering investment advice and financial services to Retirees and Pre-Retirees.
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  • Consilium | Strategy For Life And Business
    Owner And Certified Facilitator
    Consilium | Strategy For Life And Business Jun 2008 - May 2012
    Greater Denver Area
    Facilitating a proven strategy development process with individuals and businesses. Please visit www.ConsiliumStrategy.com.
  • H&R Block Financial Advisors
    Regional Manager, Complex Manager & Branch Manager
    H&R Block Financial Advisors Sep 2004 - Nov 2007
    Greater Denver Area
    Held all three positions of responsibility over the 3 year affiliation with HRBFA starting as Branch Manager in Lone Tree, Colorado and ending as the Colorado Regional Manager overseeing all 4 Offices in Colorado.Management responsibilities included: Sales Management, Operations, Risk, Compliance, Marketing and Advertising, Coaching, Recruiting experienced Financial Advisors, Sales Skills Training, Investment Product Education, Staffing, Career Development, and Branch profit and loss responsibility.Built and grew and matured the Colorado Region resulting in 2007 - • Fiscal year 2007 resulted in a 28% increase year over year in annual gross production,• Built out the Lone Tree Branch to 9 Financial Advisors, 2 registered trainees and 3 support staff with $385 million of assets under management.• Recruited in the Denver area 6 Financial Advisors and indirectly recruited additional 3 Financial Advisors for the Colorado offices, adding $2.9 million in annual gross production to the region. The 9 recruits made up 28% of the Financial Advisors in the Colorado territory. In June 2007, ranked in the Top 7 of 160 Branch Managers for recruiting in the country.• Fiscal year 2007, the Lone Tree Branch was ranked one of the top 15 branches of 160 in the country for all categories of performance.Extensive experience in organizational and sales management; product implementation; and financial investments. Skill set includes: recruiting, sales, marketing, compliance, operations, staffing and customer relations. Strong management experience, with a passion for promotion, business development, training, marketing and sales. Extensive connections with all major and regional wire-house firms and top ranked Financial Advisors along the Front Range of Colorado and surrounding states.
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  • Morgan Stanley
    Vice President, Sales Manager And Financial Advisor
    Morgan Stanley Aug 2000 - Sep 2004
    Greater Denver Area
    Recruited to be Downtown Denver’s (330) Sales Manager. I was responsible for hiring, training, and retaining quality trainees; participated in recruiting advisor‘s with over $500k production; conducted sales meetings; introduced new sales ideas to experienced Financial Advisors; and assisted Financial Advisors in converting their books of business from transactional to fee based. Other responsibilities included organizing and hosting office wide ICS/SMA seminars for both the downtown and Denver Tech offices.As the Branch SMA/ICS Coordinator, I developed, organized, and hosted an “All Colorado” Financial Advisor’s SMA/ICS training session and subsequent client/prospect ICS investment symposium utilizing five ICS managers and their financial resources.
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  • Merrill Lynch
    Associate Vp And Senior Financial Advisor
    Merrill Lynch Nov 1987 - Aug 2000
    Greater Denver Area
    As a Senior Financial Consultant amassed a 300-plus client base with $68 million in assets, and a partnership with $25 million in assets. Primary business focus was on fee based assets and financial planning. The business grew through an active referral base with several CPA's, estate attorneys and real estate brokers. Other product focuses was on fixed and variable annuities, life insurance, mutual funds, managed futures and individual stocks and municipal bonds.
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Brian H. Johnson Skills

Retirement Planning Mutual Funds Financial Advisory Investments Finance Financial Services Wealth Management Asset Allocation Retirement Strategic Financial Planning Portfolio Management Series 63 Alternative Investments Series 7 Wealth Iras Investment Strategies Strategy Estate Planning Series 65 Series 24 Bonds Investment Management Hedge Funds Options Financial Planners Investment Advisory Risk Management Securities 401k Wealth Management Services Etfs Fixed Income Finra Separately Managed Accounts Life Insurance Variable Annuities Uniform Combined State Law Fixed Annuities Equities Insurance Asset Managment Financial Analysis

Brian H. Johnson Education Details

Frequently Asked Questions about Brian H. Johnson

What company does Brian H. Johnson work for?

Brian H. Johnson works for Cambridge Investment Research, Inc.

What is Brian H. Johnson's role at the current company?

Brian H. Johnson's current role is Investment Advisor at Johnson Wealth Management - "Facilitating Better Financial Decisions.".

What is Brian H. Johnson's email address?

Brian H. Johnson's email address is bh****@****mac.com

What is Brian H. Johnson's direct phone number?

Brian H. Johnson's direct phone number is +130387*****

What schools did Brian H. Johnson attend?

Brian H. Johnson attended Texas State University-San Marcos, Winston Churchill High School.

What are some of Brian H. Johnson's interests?

Brian H. Johnson has interest in Exercise, Home Improvement, Reading, Gourmet Cooking, Sports, Watching Auto Racing, Golf, Home Decoration, Health, Watching Sports.

What skills is Brian H. Johnson known for?

Brian H. Johnson has skills like Retirement Planning, Mutual Funds, Financial Advisory, Investments, Finance, Financial Services, Wealth Management, Asset Allocation, Retirement, Strategic Financial Planning, Portfolio Management, Series 63.

Who are Brian H. Johnson's colleagues?

Brian H. Johnson's colleagues are Carrie Brownlee, Charles St. John, Stacey P. Sullivan, Crpc, Karen Shirk, Marilyn Agner, Angie Allender, Michael Hans-Price.

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