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Joshua Mark Johnson

Joshua M. Johnson

MCKINLEY CARTER WEALTH SERVICES
Miamisburg, OH 45342
Some features on this profile are disabled
CRD#: 2352341
Joshua Mark Johnson

Professional summary

Joshua Mark Johnson, CFP®, who also goes by Joshua Johnson, is a registered financial advisor currently at MCKINLEY CARTER WEALTH SERVICES, INC. located in Miamisburg, Ohio.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Joshua has worked at 7 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Joshua Johnson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Mark Johnson's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2005

Experience

Current

September 10, 2020 - Present

MCKINLEY CARTER WEALTH SERVICES, INC.

Office #1: 10050 Innovation Drive Suite 140, Miamisburg, OH 45342
RIA
CRD#: 135184
Miamisburg, OH
Past

June 21, 2011 - December 1, 2020

LIFEPLAN FINANCIAL GROUP, INC.

RIA
CRD#: 121376
DAYTON, OH
Past

April 11, 2003 - June 3, 2008

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

RIA
CRD#: 20804
DAYTON, OH
Past

February 21, 2003 - June 3, 2008

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

BD
CRD#: 20804
DAYTON, OH
Past

April 18, 1997 - February 24, 2003

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
WINDSOR, CT
Past

April 12, 1996 - December 2, 1996

LEGACY FINANCIAL SERVICES, INC.

BD
CRD#: 38697
PETALUMA, CA
Past

June 6, 1994 - April 8, 1996

WMA SECURITIES, INC.

BD
CRD#: 32625
DULUTH, GA
Past

May 24, 1993 - June 6, 1994

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
PHILADELPHIA, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MCKINLEY CARTER WEALTH SERVICES, INC.
MCKINLEY CARTER WEALTH SERVICES, INC.
JAVCO, LLC | MCKINLEY INVESTMENT GROUP, INC. | MCKINLEY INVESTMENT GROUP | MCKINLEY CARTER WEALTH SERVICES, INC. | MCKINLEY CARTER TRUST COMPANY | MCKINLEY CARTER INVESTMENT MANAGEMENT

CRD#: 135184 / SEC#: 801-64584

RIA
Registered Investment Advisory firm - (8/4/2005 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Ohio
(9/10/2020)
IAR
Texas
(12/4/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/8/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/24/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 3/9/2001
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 5/21/1993
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/18/2003
General Securities Principal Examination

Current Firm

MCKINLEY CARTER WEALTH SERVICES, INC.
MCKINLEY CARTER WEALTH SERVICES, INC.
JAVCO, LLC | MCKINLEY INVESTMENT GROUP, INC. | MCKINLEY INVESTMENT GROUP | MCKINLEY CARTER WEALTH SERVICES, INC. | MCKINLEY CARTER TRUST COMPANY | MCKINLEY CARTER INVESTMENT MANAGEMENT

CRD#: 135184 / SEC#: 801-64584

RIA
Registered Investment Advisory firm - (8/4/2005 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
2100 Market Street, Wheeling, WV 26003
Mailing Address
Phone number
(304) 230-2400
Established
Firm type
Fiscal year end
# of Employees
51

SEC notice filing (26 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MCWS ADV PART 2A 2025 (3/24/2025)

Regulatory assets under management

Total Number of Accounts5,213
AUM (Assets Under Management)$ 2,532,619,554

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/21/2025
Cover Page
Report
07/26/2024
Cover Page
Report
09/27/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MCKINLEY CARTER WEALTH SERVICES, INC.

MCKINLEY CARTER WEALTH SERVICES, INC.

CRD#: 135184Miamisburg, OH 45342

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