Jeffrey Johnson
Seven Hills Financial · Tallahassee, Florida
Jeffrey Johnson is a fee-only financial advisor at Seven Hills Financial in Tallahassee, Florida. Seven Hills Financial reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Seven Hills Financial |
|---|---|
| Based in | Tallahassee, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $280.9M across 895 accounts |
| SEC registration | Investment adviser representative in FL, GA · CRD 2813334 |
| Exams passed | Series 65 (2007) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.sevenhillsfinancial.com |
How Jeffrey's firm compares
- Seven Hills Financial's average account is about $314,000, from its Form ADV (assets managed divided by 895 accounts).
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Questions about Jeffrey
Is Jeffrey Johnson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Seven Hills Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, Seven Hills Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Jeffrey Johnson based?
Jeffrey Johnson is based in Tallahassee, Florida.
Is Jeffrey Johnson registered with the SEC?
Yes. Jeffrey Johnson is registered as an investment adviser representative in FL and GA (CRD 2813334), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Seven Hills Financial manage?
Seven Hills Financial reports $280.9M across 895 accounts in assets under management.
How do I contact Jeffrey Johnson?
Through Jeffrey's website, www.sevenhillsfinancial.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
- 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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