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Thomas William Johnson

Evolution Wealth Management Inc.

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About Thomas William Johnson

Thomas William Johnson is a financial advisor with Evolution Wealth Management Inc. based in Fort Myers, Florida. Thomas has over 25 years of experience in the financial services industry. Thomas has a broad range of experience and expertise, including financial planning, portfolio management, and investment advisory services. Thomas is a Chartered Financial Analyst and holds Series 6, 63, and 65 licenses. Thomas is also a licensed insurance agent.

Firm Information

Thomas Johnson is currently registered with Evolution Wealth Management Inc.. Evolution Wealth Management Inc. is a wealth management firm with a focus on financial planning and portfolio management for individuals and high-net-worth individuals. The firm offers a wrap fee program and has approximately $111 million in regulatory assets under management. They have a team of 4 licensed agents and 3 investment advisor representatives.

$111.32M

Assets Under Management

Not reported

Total Clients

4

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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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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Thomas Johnson’s Registration & Firm History

FL

03/01/2024 - Present

Evolution Wealth Management Inc. (FORT MYERS FL)

OH

11/23/1998 - 11/12/1999

THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)

MD

01/30/1998 - 07/06/1998

T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)

NJ

01/01/1993 - 06/14/1993

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

IA

Issued 06/05/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/18/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/29/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Thomas William Johnson. Review regulatory record here.
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