Jake Johnson
Capital Investment Counsel · Denver, Colorado
Jake Johnson is a fee-only financial advisor at Capital Investment Counsel in Denver, Colorado, who holds the CFP credential. Jake charges a percentage of assets and focuses on retirement planning.
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Specialties
Facts
| Firm | Capital Investment Counsel |
|---|---|
| Based in | Denver, Colorado |
| Fee model | Percentage of assets |
| Assets under management | $1.35B across 1,408 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, TX · CRD 7830991 |
| Exams passed | Series 65 (2024) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | cicwealthadvisors.com |
How Jake's firm compares
- Capital Investment Counsel's average account is about $960,000, from its Form ADV (assets managed divided by 1,408 accounts).
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Questions about Jake
Is Jake Johnson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jake holds no broker registration, and Capital Investment Counsel reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jake charge for financial advice?
Jake charges a percentage of assets.
Where is Jake Johnson based?
Jake Johnson is based in Denver, Colorado.
What does Jake specialize in?
Jake's specialties include retirement planning.
What credentials does Jake Johnson hold?
Jake Johnson holds the CFP credential.
Is Jake Johnson registered with the SEC?
Yes. Jake Johnson is registered as an investment adviser representative in CO and TX (CRD 7830991), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Capital Investment Counsel manage?
Capital Investment Counsel reports $1.35B across 1,408 accounts in assets under management.
How do I contact Jake Johnson?
Through Jake's website, cicwealthadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Capital Investment Counsel website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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