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James Stanley Johnson

James S. Johnson

VARRA WEALTH MANAGEMENT
Louisville, CO 80027
Some features on this profile are disabled
CRD#: 5621121
James Stanley Johnson

Professional summary

James Stanley Johnson, CFP® is a registered financial advisor currently at VARRA WEALTH MANAGEMENT LLC located in Louisville, Colorado and LPL FINANCIAL LLC located in Louisville, Colorado.

James is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. James has worked at 3 firms and has passed the Series 63, Series 7TO, SIE and Series 6 exams.

Question & Answer

What are your service offerings?
Business Succession Planning
Retirement Planning
Employee and Employer Plan Ben...
Investment Planning
Education Planning
Retirement Income Management
Estate Planning
Insurance Planning
Small Business Planning
Long-term Care
Tax Planning
Comprehensive Financial Planni...
What is your minimum asset requirement?
250K
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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Stanley Johnson's CRS (Customer Relationship Summary).
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®

Certified Financial Planner

Start date: 2017

Experience

Current

December 22, 2022 - Present

VARRA WEALTH MANAGEMENT LLC

Office #1: 1849 Cherry St. Unit 16, Louisville, CO 80027
RIA
CRD#: 324044
Louisville, CO
Current

January 16, 2019 - Present

LPL FINANCIAL LLC

Office #1: 1849 Cherry Street, Unit 16, Louisville, CO 80027
RIA
BD
CRD#: 6413
Louisville, CO
Past

January 16, 2019 - December 22, 2023

LPL FINANCIAL LLC

RIA
CRD#: 6413
FORT MILL, SC
Past

December 25, 2008 - December 12, 2018

COUNTRY CAPITAL MANAGEMENT COMPANY

BD
CRD#: 12060
Arvada, 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".
VW
VARRA WEALTH MANAGEMENT LLC
VARRA FINANCIAL | VARRA WEALTH MANAGEMENT LLC

CRD#: 324044 / SEC#: 801-127022

RIA
Registered Investment Advisory firm - (12/9/2022 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arkansas
(2/13/2019)
RR
California
(11/21/2023)
RR
Colorado
(1/16/2019)
IAR
Colorado
(12/22/2022)
RR
Connecticut
(1/28/2026)
RR
Florida
(8/24/2020)
RR
Massachusetts
(1/28/2026)
RR
Michigan
(5/20/2022)
IAR
Nebraska
(5/16/2023)
RR
Nebraska
(5/28/2024)
RR
New Mexico
(1/28/2026)
RR
New York
(10/17/2025)
RR
North Carolina
(9/14/2023)
RR
Tennessee
(10/2/2024)
IAR
Texas
(8/4/2023)
RR
Texas
(8/23/2023)
RR
Wisconsin
(5/14/2025)
RR
Wyoming
(10/25/2019)

Exams

State Security Law Exam
RR
Series 63
Date: 12/30/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/23/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 12/24/2008
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

VW
VARRA WEALTH MANAGEMENT LLC
VARRA FINANCIAL | VARRA WEALTH MANAGEMENT LLC

CRD#: 324044 / SEC#: 801-127022

RIA
Registered Investment Advisory firm - (12/9/2022 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1849 Cherry St. Unit 16, Louisville, CO 80027
Mailing Address
Phone number
(303) 665-2822
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - VARRA WEALTH MANAGEMENT LLC (7/14/2025)

Regulatory assets under management

Total Number of Accounts1,121
AUM (Assets Under Management)$ 237,502,237

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.

Company Information

VARRA WEALTH MANAGEMENT LLC

CRD#: 324044Louisville, CO 80027

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Job or Firm Moves
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Client Complaints
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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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