Lance Jarl Johnson

ROI TAX LLC (ROI TAX) established in 2012 is indirectly owned (26%) by Mr Lance Johnson. ROI Tax provides tax preparation and tax filing services and is located at 17355 SW Boones Ferry Road, Suite E, Lake Oswego 97035. He spends less than 40 hours per month on tax related business during the non-tax season and approximately 80 hours per month during tax season (January to April). Tax services may be offered to clients of ROI Financial however they are not obligated to use these services. ROI Financial has policies in place to supervise any shared employees and protect shared client information and privacy. ROI MARKETING & CREATIVE DESIGN LLC (ROI MARKETING) started in 2021 providing branding, outreach, and other marketing services for businesses. ROI Marketing is an affiliated firm of ROI Financial. Lance Johnson is a one third partner in the ownership of ROI Marketing. Mr. Johnson spends approximately 20 hours per month on business development and planning, operational oversight and hiring staff. ROI Marketing & Creative Design provides marketing services for ROI Financial Advisors LLC, ROI Tax LLC and other clients. LMJ ENTERPRISES LLC, (LMJ) was established as a holding company for commercial real estate and other businesses, including ROI Tax, LLC. Lance Johnson is the sole owner and manager. Lance Johnson currently spends less than 1% of his time on LMJ. BEAR RIVER INVESTMENT GROUP LLC (BEAR RIVER) owns rental property in Sun River Oregon. Lance Johnson and his spouse Michele Johnson are sole owners of BEAR RIVER. Lance Johnson manages the property and all aspects of BEAR RIVER. He spends less than 1% of his time on BEAR RIVER and the associated property. JRL ENTERPRISES LLC (JRL) was established to purchase an RV. The RV may be used for recreational purposes by the owners and/or leased. Lance Johnson is the Managing partner but not an owner. Two other partners are owners. The co-owners are both clients of ROI. Mr. Johnson does not find any conflict of interest with ROI in owning this recreational vehicle with these clients. Lance Johnson spends less than 1% of his time on JRL. ROI REAL ESTATE LLC was established as of 4/29/24 and is considered to be investment-related. The company is solely owned by Lance Johnson and provides real estate services. It is located at 17355 Boones Ferry Road, Suite D, Lake Oswego Oregon 97035. Mr. Johnson spends approximately 30 hours per month on real estate related business and administration (none during trading hours). Real estate services may be offered to clients of ROI Financial however they are not obligated to use these services. ROI Financial has policies in place to supervise any shared employees and protect shared client information and privacy.