Unclaimed
John David Johnson is a financial advisor with Money Concepts Capital Corp. located in Palm Beach Gardens, FL. John has been in the industry since May 22, 2003 and has a strong background in financial planning and portfolio management for businesses and individuals. John holds the Series 6 and SIE licenses. John is also a managing partner at Stroh, Johnson & Company, LLP in Wapakoneta, OH. John is a member of the boards of the Hauss Helms Foundation, Water Tower Investments, Ltd, Wapakoneta Area Community Foundation, and Wayne Goshen Area Community Foundation.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fee
1
2
FL
06/06/2003 - Present
Money Concepts Capital Corp. (PALM BEACH GARDENS FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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