Jovan J. Johnson
PIECE OF WEALTH PLANNING
Athens, GA
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CRD#: 7225767
Professional summary
Jovan Jameel Johnson, CFP® is a registered financial advisor currently at PIECE OF WEALTH PLANNING LLC located in Athens, Georgia.
Jovan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jovan has worked at 2 firms .
Core Areas of Focus
Cash Flow/Budgets/Credit Issues
Charitable Giving
Fixed Fee (Subscription
Retainer
etc.)
Middle Income Client Needs
Millennials
Tax Planning
Biography
Jovan is the CEO/Owner of Piece of Wealth Planning LLC, where he partners with individuals and families to help them accomplish their life goals, live well, give generously, serve others, and leave a legacy. He is very passionate about personal finance and providing clarity to others around the true meaning to wealth. After working in financial planning, non-profit accounting, public accounting, & teaching college-level accounting courses, Jovan realized he wanted to work with clients in an authentic, empathetic, fun, and nonjudgmental way. He founded Piece of Wealth Planning LLC, with the intent of serving others and improving the lives of underserved communities. This passion to serve others is a core value of his firm and many of the clients he serves. He also shares his generosity through his involvement with community organizations and charities.
Jovan also serves as an Adjunct Professor at Clark Atlanta University. Outside of work, Jovan enjoys traveling, volunteering, working out, spreading financial literacy, meeting new individuals over brunch/coffee, and playing tennis. Jovan regularly volunteers with Children’s Healthcare of Atlanta, Ronald McDonald House Charities, and Habitat for Humanity.
Causes He Is Passionate about: Children, Financial Literacy, Education, Diversity and Inclusion, Family, and Community.
If you would like to learn more about how we can work together, schedule a complimentary 30-minute consultation.
Question & Answer
What are your service offerings?
Inheritance
Social Security Planning
Budgeting
Investment Planning
Comprehensive Financial Planni...
Debt Management
Life Transitions
Employee and Employer Plan Ben...
Tax Planning
Small Business Planning
Socially Responsible Investing
Retirement Income Management
Estate Planning
Insurance Planning
Retirement Planning
Education Planning
How do you get paid?
Fee Only
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.
CRS (Client Relationship Summary) - RIA
Click below to view Jovan Jameel 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: 2020
Experience
Current
February 27, 2020 - Present
PIECE OF WEALTH PLANNING LLC
RIA
CRD#: 307247
Athens, GA
Past
October 13, 2022 - August 7, 2023
ORIGIN INVESTMENT ADVISORY LLC
RIA
CRD#: 305353
DECATUR, GA
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
Georgia(2/27/2020)
Exams
Current Firm
PIECE OF WEALTH PLANNING LLC
PIECE OF WEALTH PLANNING LLC
CRD#: 307247 / SEC#:
Georgia
Registered Investment Advisory firm - (2/27/2020 Approved)Loading...
Contact information
Main Address
Dacula, GA
Mailing Address
#1306 3205 Woodward Crossing Blvd Suite F, Buford, GA 30519
Phone number
(678) 823-1101
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 29 |
| AUM (Assets Under Management) | $ 1,769,000 |
Red Flags
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