Marcus Johnson

Marcus Johnson Email and Phone Number

President @ JOHNSON CAPITAL PLANNING LLC | Wealth Management Services @ JOHNSON CAPITAL PLANNING LLC
Marcus Johnson's Location
Nashville, Tennessee, United States, United States
Marcus Johnson's Contact Details
About Marcus Johnson

With over 13 years of experience in the financial services industry, I am a dedicated and trusted financial planner passionate about helping individuals, businesses, and non-profits achieve their financial goals and build lasting legacies. As President of JOHNSON CAPITAL PLANNING LLC, I specialize in providing tailored, comprehensive solutions for wealth management, retirement planning, and investment advisory, ensuring my clients receive strategies that align with their unique needs, preferences, and risk tolerance.I hold a degree in Economics and Finance from Tennessee State University and am fully licensed with Series 7, Series 66, life insurance, and health insurance certifications. I’ve proudly been recognized as a Top Producer in Retirement Planning since 2017, a Chairman’s Council member, and a 40 Under 40 awardee by Stay On The Go magazine in Nashville, TN.Beyond financial planning, my creative spirit shines through as a musician, performer, and recording artist with a passion for the saxophone. I’m also committed to giving back and serve on the board of From the Heart Non-Profit, supporting charitable causes close to my heart.Please feel free to reach out to learn more about our services, or schedule a consultation directly using the link below:https://calendly.com/marcusjohnson

Marcus Johnson's Current Company Details
JOHNSON CAPITAL PLANNING LLC

Johnson Capital Planning Llc

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President @ JOHNSON CAPITAL PLANNING LLC | Wealth Management Services
Marcus Johnson Work Experience Details
  • Johnson Capital Planning Llc
    President
    Johnson Capital Planning Llc Jun 2018 - Present
    810 Dominican Dr Nashville, Tn 37228 Suite 104
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  • Marcus J Music Llc
    Recording Artist Saxophonist
    Marcus J Music Llc Jan 2010 - Present
    Musician,performer, recording artist
  • Mutual Of Omaha
    District Sales Manager/ Financial Advisor
    Mutual Of Omaha May 2016 - Jul 2019
    Franklin Tn
    This is not an offer or solicitation in any jurisdiction where we are not authorized to do business 1.‎ Insurance Licensed in: Tennessee 2. If references are made of the Mutual of Omaha companies and their products or services, please refer to the following link for important information: http://www.mutualofomaha.com/disclosure/ 3. Securities and advisory services offered through Mutual of Omaha Investor Services, Inc., Member FINRA (www.finra.org)/SIPC(www.sipc.org). 4. Mutual of Omaha Financial Advisors is the marketing name for Mutual of Omaha Investor Services, Inc. 5. Johnson Capital LLC and the Mutual of Omaha companies are not affiliated. 6. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experiences. 7. This page/profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third party sites. 8. Insurance products and services are offered by various underwriting companies. Underwriting company is dependent upon insurance product sold.
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  • Edward Jones
    Financial Advisor
    Edward Jones Sep 2013 - Apr 2016
    Nashville, Tennessee
    Delivered personalized investment solutions to help clients work toward their long-term financial goalsDeveloped and deepen client relationships Build and manage an Edward Jones branch and managed millions of dollars in the community
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  • Axa Advisors, Llc
    Lead Associate Investment Product Group
    Axa Advisors, Llc Aug 2011 - Aug 2013
    New York, New York
    Perform quantitative analysis on investment products and market trends; create custom excel templates for group-wide use for performance and alpha calculations; create internal and external presentations detailing mark
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  • Edward Jones
    Intern
    Edward Jones Jun 2009 - Jan 2010
    Greater Nashville Area, Tn
    Built detailed financial models to evaluate leveraged buyout, merger consequences, valuation analysisConducted extensive research in different Media sectors, drafted research reports and pitched stock positionsReviewed and interpreted balance sheets, Cash flow statements, and income statements on publicly traded domestic and foreign
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Marcus Johnson Skills

Financial Advisory Fixed Annuities Insurance Sales Students Market Research Finance 401k Business Administration Uniform Combined State Law Strategic Financial Planning Dec Alpha Scholarships Product Management Media Sectors Management Design Science Saxophonist Leadership Nashville Powerpoint Public Speaking Album Bonds Retirement Planning Investment Theory Financial Planning Valuation Profit Legal Writing Bloomberg Offering Asset Allocation Reports Life Insurance Equity Research Related Activities Microsoft Office Microsoft Excel Asset Management Risk Management Fair Use Customer Service Artifacts Vintage Clothing Research Stakeholders Permit Applications Grant Writing Damage Assessment Analysis Diving Access Variety Of Audiences Smooth Jazz Historic Cut Venues Economics Yahoo Corporate Finance Logistics Financial Modeling Data Analysis Communication Landscaping Strategic Planning Operations Microsoft Access Drafting High Achiever Project Planning Project Vendor Relationship Management Key Biscayne Presentations Pricing Responsibility Portfolio New York Investments Academic Marketplace Financial Services Equities Mutual Funds Investment Strategies Stocks Business Statistics Financial Analysis Series 7 Budgets Business Strategy Econometrics Conceptual Modeling Templates Jazz Retirement Mergers And Acquisitions Queens Evaluation Bands Employee Benefits Securities International Finance

Marcus Johnson Education Details

Frequently Asked Questions about Marcus Johnson

What company does Marcus Johnson work for?

Marcus Johnson works for Johnson Capital Planning Llc

What is Marcus Johnson's role at the current company?

Marcus Johnson's current role is President @ JOHNSON CAPITAL PLANNING LLC | Wealth Management Services.

What is Marcus Johnson's email address?

Marcus Johnson's email address is mj****@****law.net

What is Marcus Johnson's direct phone number?

Marcus Johnson's direct phone number is +161595*****

What schools did Marcus Johnson attend?

Marcus Johnson attended Tennessee State University.

What are some of Marcus Johnson's interests?

Marcus Johnson has interest in Spice Geek Catering, La Musica Roma, Sharon Dubois, Hm$lf, Lebron James, Karen Civil, Philip Lassiter, Elis Pethke, Jyrice, Professional Sports Team.

What skills is Marcus Johnson known for?

Marcus Johnson has skills like Financial Advisory, Fixed Annuities, Insurance, Sales, Students, Market Research, Finance, 401k, Business Administration, Uniform Combined State Law, Strategic Financial Planning, Dec Alpha.

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