Scott J. Johnson
DECISIONPOINT FINANCIAL | Partner & Senior Financial Planner
MESA, AZ 85215
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CRD#: 2366054
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.
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 as a financial advisor. However, after feeling constantly conflicted over pressure to sell proprietary, high commission products, Scott moved his practice to a Registered Investment Advisor in 2008. This allowed Scott to serve his clients as a legal fiduciary and provide them with conflict-free financial advice.
Scott is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a Certified Plan Fiduciary Advisor (CPFA) with the National Association of Plan Advisors (NAPA). Scott has also earned the Accredited Investment Fiduciary (AIF®) designation which sets him apart in the industry as an advisor who is legally bound to always act in the best interest of his clients and maintain the highest ethical standards under the law.
Scott earned his Bachelor of Arts degree in 1991 from Brigham Young University where he studied International Relations, Economics, and German. After his undergraduate work, Scott studied Business Administration at the Robert H. Smith School of Business at the University of Maryland.
Scott has been an avid runner and cyclist throughout his life – competing in many marathons and Ironman Triathlons. Today he prefers hiking the beautiful trails and mountains of Arizona, traveling the world with his wife Sarah, and spending time with children and grandchildren.
Question & Answer
What are your service offerings?
Investment Planning
Education Planning
Business Succession Planning
Insurance Planning
Comprehensive Financial Planni...
Divorce Planning
Retirement Planning
Estate Planning
Employee and Employer Plan Ben...
Do you have an area of expertise or specialization?
Business Owners
Corporate Executives
Divorce Planning
Investment Advice with Ongoing...
Medical Professionals
Retirement Plan Investment Adv...
Are you a "fiduciary"?
Yes
Aliases
Scott J 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.
CRS (Client Relationship Summary) - RIA
Click below to view Scott Jamison Johnson's 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®
Start date: 2011
Experience
Current
June 15, 2018 - Present
DECISIONPOINT FINANCIAL, LLC
Office #1: 2812 North Norwalk Suite 116, Mesa, AZ 85215RIA
CRD#: 296988
MESA, AZ
Past
September 15, 2011 - September 12, 2018
ARISTA WEALTH MANAGEMENT, LLC
RIA
CRD#: 141504
Mesa, AZ
Past
April 9, 2009 - September 21, 2011
TRIBECA ADVISORS, LLC
RIA
CRD#: 148283
MESA, AZ
Past
July 30, 2008 - November 17, 2009
TRIBECA FINANCIAL, LLC
RIA
CRD#: 113245
MESA, AZ
Past
March 2, 2005 - May 24, 2005
FIRST ATLANTA INVESTMENTS, LLC
BD
CRD#: 119497
ATLANTA, GA
Past
November 18, 2002 - February 3, 2005
MORGAN STANLEY DW INC.
RIA
CRD#: 7556
MESA, AZ
Past
January 25, 2000 - February 3, 2005
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
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".
DECISIONPOINT FINANCIAL, LLC
DECISIONPOINT FINANCIAL, LLC
CRD#: 296988 / SEC#: 801-113384
RIA
Registered Investment Advisory firm - (6/1/2018 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
Arizona(6/15/2018)
IAR
Washington(5/13/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
DECISIONPOINT FINANCIAL, LLC
DECISIONPOINT FINANCIAL, LLC
CRD#: 296988 / SEC#: 801-113384
RIA
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Contact information
Main Address
2812 North Norwalk Suite 116, Mesa, AZ 85215
Mailing Address
Phone number
(480) 553-6249
Established
Firm type
Fiscal year end
# of Employees
15
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,377 |
| AUM (Assets Under Management) | $ 848,664,616 |
Red Flags
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Company Information
DECISIONPOINT FINANCIAL, LLC
Partner & Senior Financial PlannerCRD#: 296988Mesa, AZ 85215TRUST BUT VERIFY
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Contact information
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