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Joshua Roland Johnson

Mdrn Capital

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About Joshua Roland Johnson

Joshua Roland Johnson is an investment advisor representative at Mdrn Capital. Joshua has been in the financial services industry for over 13 years. Joshua holds the Series 6, 7, 63, 65, and 66 licenses. Joshua has experience with a variety of financial services, including financial planning, pension consulting, and portfolio management. Joshua provides financial advice to individuals and high-net-worth individuals.

Firm Information

Joshua Johnson is currently registered with Mdrn Capital. MDRN Capital is a financial advisory firm located in Annapolis, Maryland. They provide financial planning, pension consulting, portfolio management for individuals, and selection of other advisors. They primarily serve high-net-worth individuals and individuals other than high-net-worth. The firm manages approximately $101.6 million in assets for 596 clients.
Mdrn Capital

1997 ANNAPOLIS EXCHANGE PARKWAY

ANNAPOLIS, MD 21401

$101.64M

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joshua Johnson’s Registration & Firm History

MD

09/27/2023 - Present

Mdrn Capital (ANNAPOLIS MD)

FL

09/19/2022 - 06/28/2023

SAGEPOINT FINANCIAL, INC. (ST. PETERSBURG FL)

MO

05/24/2018 - 09/21/2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FESTUS MO)

IL

06/24/2015 - 08/29/2017

CETERA INVESTMENT SERVICES LLC (Belleville IL)

MO

07/08/2014 - 06/03/2015

PNC INVESTMENTS (KIRKWOOD MO)

MO

06/28/2012 - 07/14/2014

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)

MO

06/22/2012 - 07/14/2014

WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)

IL

05/18/2011 - 06/28/2012

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CENTRALIA IL)

IL

03/08/2010 - 01/11/2011

COUNTRY CAPITAL MANAGEMENT COMPANY (MT VERNON IL)

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Licenses & Designations

IA

Issued 09/09/2021

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 11/18/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/22/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/19/2022

Series 7TO - General Securities Representative Examination

BC

Issued 09/21/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/17/2011

Series 7 - General Securities Representative Examination

BC

Issued 03/05/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joshua Roland Johnson.
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