BJ
Bryce C. Johnson
RISEMINT
Evergreen, CO 80439
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CRD#: 5133234
BJ
Professional summary
Bryce Carroll Johnson is a registered financial advisor currently at RISEMINT located in Evergreen, Colorado and FORTIS CAPITAL ADVISORS, LLC located in Evergreen, Colorado.
Bryce is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Bryce has worked at 5 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1) Denver Academy, non-investment related, 440 E Iliff Ave, Denver, CO 80222, school, board of trustee member, start 09/2023, 1 hour per month outside of trading hours. 2) Carson Foundation, non-investment related, 450 E. 9th Ave, Denver, CO 80203, non-profit organization, director, start 06/2014, 1 hour per month during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Bryce Carroll 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®
NoneExperience
Current
January 4, 2018 - Present
RISEMINT
Office #1: 32186 Castle Court 3rd Floor, Evergreen, CO 80439RIA
CRD#: 289567
Evergreen, CO
Current
July 9, 2025 - Present
FORTIS CAPITAL ADVISORS, LLC
Office #1: 32186 Castle Court 3rd Floor, Evergreen, CO, 80439RIA
CRD#: 309709
Evergreen, CO
Past
September 22, 2017 - December 31, 2017
RISEMINT
RIA
CRD#: 289567
EVERGREEN, CO
Past
February 17, 2015 - July 25, 2017
PRIVATE CLIENT WEALTH ADVISORS, LLC
RIA
CRD#: 172613
DENVER, CO
Past
January 1, 2010 - February 9, 2015
INVESTMENT RESEARCH CORP
RIA
CRD#: 108208
DENVER, CO
Past
September 18, 2009 - February 9, 2015
WORLD CAPITAL BROKERAGE, INC.
BD
CRD#: 37
DENVER, CO
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".
FC
FORTIS CAPITAL ADVISORS, LLC
ARCHER WEALTH PLANNING | WESTLAKE WEALTH MANAGEMENT, LLC | UNITED SUCCESS BUSINESS ADVISORY LLC | TURMAN FINANCIAL GROUP, LLC | TRUVIUM CAPITAL PARTNERS | TIMBER POINT CAPITAL MANAGEMENT | SJ BOYLE WEALTH PLANNING, LLC | SERENITY WEALTH MANAGEMENT | RAPPS & ASSOCIATES | PFS ADVISORS, LLC | NEXT HORIZON ADVISORS, LLC | NETWORK 1 FINANCIAL PRIVATE WEALTH MANAGEMENT | LRVS ADVISORY GROUP | JOSHPE FINANCIAL | ISAAC FINANCIAL | HORIZON PRIVATE WEALTH | GRATUS WEALTH MANAGEMENT | GENERATIONS WEALTH PARTNERS | FORTIS CAPITAL ADVISORS, LLC | COPA WEALTH STRATEGIES | COMPASS WEALTH SOLUTIONS | CLEARPATH FINANCIAL | BE INVESTMENT MANAGEMENT | AWS WEALTH MANAGEMENT
CRD#: 309709 / SEC#: 801-119354
RIA
Registered Investment Advisory firm - (8/28/2020 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
California(5/31/2022)
IAR
Colorado(1/4/2018)
IAR
New York(5/4/2022)
IAR
Ohio(3/17/2022)
IAR
Pennsylvania(9/15/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
FC
FORTIS CAPITAL ADVISORS, LLC
ARCHER WEALTH PLANNING | WESTLAKE WEALTH MANAGEMENT, LLC | UNITED SUCCESS BUSINESS ADVISORY LLC | TURMAN FINANCIAL GROUP, LLC | TRUVIUM CAPITAL PARTNERS | TIMBER POINT CAPITAL MANAGEMENT | SJ BOYLE WEALTH PLANNING, LLC | SERENITY WEALTH MANAGEMENT | RAPPS & ASSOCIATES | PFS ADVISORS, LLC | NEXT HORIZON ADVISORS, LLC | NETWORK 1 FINANCIAL PRIVATE WEALTH MANAGEMENT | LRVS ADVISORY GROUP | JOSHPE FINANCIAL | ISAAC FINANCIAL | HORIZON PRIVATE WEALTH | GRATUS WEALTH MANAGEMENT | GENERATIONS WEALTH PARTNERS | FORTIS CAPITAL ADVISORS, LLC | COPA WEALTH STRATEGIES | COMPASS WEALTH SOLUTIONS | CLEARPATH FINANCIAL | BE INVESTMENT MANAGEMENT | AWS WEALTH MANAGEMENT
CRD#: 309709 / SEC#: 801-119354
RIA
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Contact information
Main Address
7301 Mission Road Suite 326, Prairie Village, KS 66208
Mailing Address
Phone number
(913) 222-8862
Established
Firm type
Fiscal year end
# of Employees
69
SEC notice filing (33 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,774 |
| AUM (Assets Under Management) | $ 1,212,196,068 |
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.
