Gregory A. Johnston

JOHNSTON INVESTMENT COUNSEL, LTD.

PEORIA, IL 61602

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CRD#: 2419473

Professional summary

Gregory Alan Johnston, AIF®, CFP®, CPWA®, who also goes by Gregory Johnston, is a registered financial advisor currently at JOHNSTON INVESTMENT COUNSEL, LTD. located in Peoria, Illinois.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Gregory has worked at 1 firm and has passed the Series 65 exam.

Biography

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Greg Johnston has been President & Chief Investment Officer of Johnston Investment Counsel since 1997.  Prior to that Greg, worked at Stratford Advisory Group and Mercer Investment Consulting.  He has over 20 years in the investment management and financial planning field. 
He received his BA from the University of Illinois @ Urbana-Champaign, his MBA from DePaul Unviersity, and has and has earned the following professional designations:  Chartered Financial Analyst (CFA), Certifed Financial Planner (CFP), Qualified Plan Financial Consultant (QPFC), and Accredited Investment Fidcuiary (AIF).

Question & Answer

What are your service offerings?

Tax Planning

Estate Planning

Investment Planning

Insurance Planning

Retirement Planning

Employee and Employer Plan Ben...

Comprehensive Financial Planni...

Retirement Income Management

Do you have an area of expertise or specialization?

Corporate Executives

High Net Worth Client Needs

Investment Advice with Ongoing...

Medical Professionals

Middle Income Client Needs

Retirement Planning & Distribu...

What is your minimum asset requirement?

250K

Are you a "fiduciary"?

Yes

Aliases

Gregory Johnston

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 Gregory Alan Johnston'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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2006

CPWA^®

Certified Private Wealth Advisor

Start date: 2015-04-15

Expire date: 2023-03-31

Experience

Current

March 21, 1998 - Present

JOHNSTON INVESTMENT COUNSEL, LTD.

Office #1: 331 Fulton Suite 429, Peoria, IL 61602

RIA

CRD#: 109726

PEORIA, IL

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

Illinois
(3/21/1998)

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

State Security Law Exam

IAR

Series 65

Date: 10/22/1993

Uniform Investment Adviser Law Examination

Current Firm

JOHNSTON INVESTMENT COUNSEL, LTD.

CRD#: 109726 / SEC#:

Illinois

Registered Investment Advisory firm - (3/21/1997 Approved)

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Contact information

Main Address

2714 N. Knoxville, Peoria, IL 61604

Mailing Address

Phone number

(309) 674-3330

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	264
AUM (Assets Under Management)	$ 95,495,667

Red Flags

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

Contact information

(xxx) xxx-xxxx

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Gregory A. Johnston

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Alan Johnston's CRS (Customer Relationship Summary).

Certified licenses

Experience

JOHNSTON INVESTMENT COUNSEL, LTD.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/22/1993

Current Firm

JOHNSTON INVESTMENT COUNSEL, LTD.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

JOHNSTON INVESTMENT COUNSEL, LTD.

TRUST BUT VERIFY

Contact information

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