Scott Jamison Johnson
AIF®, CFP®Professional Summary
Scott Jamison Johnson, AIF®, CFP®, who also goes by Scott J Johnson, is a registered financial advisor currently at DECISIONPOINT FINANCIAL, LLC located in Mesa, Arizona. Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Scott has worked at 6 firms and has passed the Series 65, Series 66, Series 31 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Biography
Scott Johnson has been practicing as a financial planner for over 25 years. He founded DecisionPoint Financial in 2018 with a vision of creating an exceptional, fee-only financial planning firm and assembling the industry’s most talented CFP® Professionals to serve the Firm’s clients. Scott started his career in the financial services industry in 1993 on Wall Street where he worked for an investment banking firm specializing in asset-backed securitization. In 1999 Scott joined Morgan Stanley...
Other Aliases
Scott J Johnson
Similar Advisors
RBC CAPITAL MARKETS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
VANGUARD MARKETING CORPORATION
AMERIPRISE FINANCIAL SERVICES, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
RBC CAPITAL MARKETS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
VANGUARD MARKETING CORPORATION
AMERIPRISE FINANCIAL SERVICES, LLC
Contact Information
Direct
(xxx) xxx-xxxx
linkedin.com/in/xxxxxx
Similar Advisors
RBC CAPITAL MARKETS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
VANGUARD MARKETING CORPORATION
AMERIPRISE FINANCIAL SERVICES, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
RBC CAPITAL MARKETS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
VANGUARD MARKETING CORPORATION
AMERIPRISE FINANCIAL SERVICES, LLC
Credentials
Years of Experience
26 years in the financial services industry
Current & Past Employments
Similar Advisors
RBC CAPITAL MARKETS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
VANGUARD MARKETING CORPORATION
AMERIPRISE FINANCIAL SERVICES, LLC
Current Firm
DECISIONPOINT FINANCIAL, LLC
Contact Information
Main Address
2443 N Greenfield Rd. Suite 217, Mesa, AZ 85215Phone Number
(480) 553-6249# of Employees
18SEC notice filing (10 States and Territories)
Registered to provide investment advisory services in 10 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,853AUM (Assets Under Management)
$1,224,256,610Similar Advisors
RBC CAPITAL MARKETS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
VANGUARD MARKETING CORPORATION
AMERIPRISE FINANCIAL SERVICES, LLC
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.
Similar Advisors
RBC CAPITAL MARKETS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
VANGUARD MARKETING CORPORATION
AMERIPRISE FINANCIAL SERVICES, LLC
Primary Firm SEC Registration
DECISIONPOINT FINANCIAL, LLC
State Registrations and Notice Filings
(6/15/2018)
(5/13/2019)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
RBC CAPITAL MARKETS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
VANGUARD MARKETING CORPORATION
AMERIPRISE FINANCIAL SERVICES, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Scott Jamison Johnson's CRS (Customer Relationship Summary).
Similar Advisors
RBC CAPITAL MARKETS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
VANGUARD MARKETING CORPORATION
AMERIPRISE FINANCIAL SERVICES, LLC
