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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Michael Johnston has been in the financial services industry since 1976. James is currently a registered Investment Advisor Representative with Alphacore Capital LLC. James is also the president of JMJ Consulting Inc., a tax, insurance, and estate planning consulting business. Previously, James has worked for a number of firms including Woodbury Financial Services, Inc., RMIN Securities, Inc., Cascade Financial Management, Inc., Cascade Investment Group, Inc., Keogler, Morgan & Company, Inc., Walnut Street Securities, Inc., The Great-West Life Assurance Company, R.T. Caldwell & Co., Incorporated, and Private Ledger Financial Services, Incorporated. James has passed the Series 1, Series 24, Series 63 and Series 65 exams. James holds registrations in Colorado and Oklahoma. James specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio management for individuals, businesses, and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Institutional consulting and client servicing
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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2
CA
01/01/2025 - Present
Alphacore Capital LLC (LA JOLLA CA)
CO
04/07/2009 - 09/29/2010
WOODBURY FINANCIAL SERVICES, INC. (DENVER CO)
CO
01/26/2007 - 01/03/2008
RMIN SECURITIES, INC. (DENVER CO)
CO
02/02/2004 - 01/10/2007
CASCADE FINANCIAL MANAGEMENT, INC. (DENVER CO)
CO
11/07/1994 - 09/02/2004
CASCADE INVESTMENT GROUP, INC. (COLORADO SPRINGS CO)
GA
10/12/1993 - 09/06/1994
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
CA
09/12/1990 - 12/31/1992
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
CO
03/03/1989 - 01/20/1990
THE GREAT-WEST LIFE ASSURANCE COMPANY (ENGLEWOOD CO)
NA
09/11/1986 - 04/30/1988
R.T. CALDWELL & CO., INCORPORATED
NA
10/14/1982 - 04/10/1986
PRIVATE LEDGER FINANCIAL SERVICES, INCORPORATED
NA
02/18/1982 - 02/02/1983
LEARNED & COMPANY, INC.
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/1983
Series 24 - General Securities Principal Examination
BC
Issued 05/29/1976
Series 1 - Registered Representative Examination
Active
Inactive
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