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JJ

John Paul Johnson

TRIAD WEALTH PARTNERS
FRISCO, TX
·CRD# 4973276·21 years experience

Professional Summary

John Paul Johnson, who also goes by John Paul Johnson, John Johnson, Jp Johnson, is a registered financial advisor currently at TRIAD WEALTH PARTNERS, LLC located in Frisco, Texas. John Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. John Paul has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

John Paul Johnson, John Johnson, Jp Johnson

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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.

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Years of Experience

21 years in the financial services industry

Current & Past Employments

TRIAD WEALTH PARTNERS, LLC·CRD# 326523
RIA
5 Cowboys Way Suite 300, Frisco, TX 75034
June 4, 2025 - Present
GWN SECURITIES INC.·CRD# 128929
RIA
Frisco, TX
November 16, 2012 - June 5, 2025
GWN SECURITIES INC.·CRD# 128929
BD
Frisco, TX
November 16, 2012 - June 5, 2025
LEGEND ADVISORY, LLC·CRD# 104761
RIA
Mesquite, TX
March 20, 2012 - November 16, 2012
LEGEND EQUITIES CORPORATION·CRD# 30999
BD
Mesquite, TX
January 6, 2010 - November 16, 2012
EQUITABLE ADVISORS, LLC·CRD# 6627
BD
Dallas, TX
August 18, 2005 - January 11, 2010

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Current Firm

TW
TRIAD WEALTH PARTNERS, LLC

28TEN GROUP | VANTAGE WEALTH PARTNERS | VANTAGE WEALTH MANAGEMENT | TRIAD WEALTH PARTNERS, LLC | SULLIVAN FINANCIAL PARTNERS | STRATEGIC WEALTH ASSET MANAGEMENT | STRATEGIC WEALTH ALLIANCE GROUP | STINE WEALTH AND TAX | STINE TAX AND WEALTH MANAGEMENT | SONORAN WEALTH SYSTEMS | SLATE RIVER FINANCIAL | PROSPERITY WEALTH | PROSPERITY GROWTH STRATEGIES WEALTH MANAGEMENT | PARAMOUNT WEALTH GROUP | MOMENTUM WEALTH | MILES FINANCIAL GROUP | LEFT TACKLE ADVISORS | LAKEVIEW RETIREMENT PLANNING | CHOULES FINANCIAL | CHADWICK FINANCIAL | ALICORN FINANCIAL

CRD#: 326523 / SEC#: 801-128150
RIA
Registered Investment Advisory firm - SEC (6/9/2023 Approved)

Contact Information

Main Address

805 New Hampshire Unit A, Lawrence, KS 66044

Phone Number

(785) 830-0000

# of Employees

46

SEC notice filing (38 States and Territories)

Registered to provide investment advisory services in 38 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TRIAD WEALTH PARTNERS ADV PART 2A (3/12/2026)

Regulatory Assets Under Management

Total Number of Accounts

8,187

AUM (Assets Under Management)

$1,526,606,248

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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.

PARAMOUNT WEALTH GROUP POSITION: Managing Partner NATURE: Taxes INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/04/2015 ADDRESS: 2355 Lebanon #4107, Frisco TX 75034 DESCRIPTION: I am the owner. ZRJ POSITION: Part Owner 33.33% NATURE: N/A INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/09/2014 ADDRESS: 209 W College Rd., Mesquite TX 75149 DESCRIPTION: There is no duty as ZRJ. I am part owner of the bank account. LIFE HEALTH PROPERTY CASUALTY POSITION: Agent NATURE: Medicare Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/01/2017 ADDRESS: 209 W. College Rd., Mesquite TX 75149, United States DESCRIPTION: See above. Start an agency. Have agency with agents licensed to sell Medicare to retired teachers/active teachers. PWG REALTY HOLDINGS POSITION: Member (SILENT) NATURE: Rentals INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2021 ADDRESS: 1012 Steel Dust Rd., Frisco TX 75036, United States DESCRIPTION: No duties. she has hired a property manger that charges 20% to manage her properties.

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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".
TW
TRIAD WEALTH PARTNERS, LLC

28TEN GROUP | VANTAGE WEALTH PARTNERS | VANTAGE WEALTH MANAGEMENT | TRIAD WEALTH PARTNERS, LLC | SULLIVAN FINANCIAL PARTNERS | STRATEGIC WEALTH ASSET MANAGEMENT | STRATEGIC WEALTH ALLIANCE GROUP | STINE WEALTH AND TAX | STINE TAX AND WEALTH MANAGEMENT | SONORAN WEALTH SYSTEMS | SLATE RIVER FINANCIAL | PROSPERITY WEALTH | PROSPERITY GROWTH STRATEGIES WEALTH MANAGEMENT | PARAMOUNT WEALTH GROUP | MOMENTUM WEALTH | MILES FINANCIAL GROUP | LEFT TACKLE ADVISORS | LAKEVIEW RETIREMENT PLANNING | CHOULES FINANCIAL | CHADWICK FINANCIAL | ALICORN FINANCIAL

CRD#: 326523 / SEC#: 801-128150
RIA
Registered Investment Advisory firm - SEC (6/9/2023 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.
IAR
Texas
(6/4/2025)

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.

Series 66 — Uniform Combined State Law Examination

Passed Mar 2012About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 2005About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Aug 2005About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view John Paul Johnson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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JJ
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