Jeffrey Johnson
Old Mission Investment · Traverse City, Michigan
Jeffrey Johnson is a fee-only financial advisor at Old Mission Investment in Traverse City, Michigan. Jeffrey focuses on retirement planning and family wealth transfer. Old Mission Investment reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
- Early-career professionals
Facts
| Firm | Old Mission Investment |
|---|---|
| Based in | Traverse City, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $929.0M across 2,002 accounts |
| SEC registration | Investment adviser representative in MI · CRD 3048003 |
| Exams passed | Series 63 (1998) · Series 65 (1998) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.omico.net |
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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 Old Mission Investment 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, Old Mission Investment, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jeffrey Johnson based?
Jeffrey Johnson is based in Traverse City, Michigan.
What does Jeffrey specialize in?
Jeffrey's specialties include retirement planning and family wealth transfer. Jeffrey works with multi-generational families and early-career professionals.
Is Jeffrey Johnson registered with the SEC?
Yes. Jeffrey Johnson is registered as an investment adviser representative in MI (CRD 3048003), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Old Mission Investment manage?
Old Mission Investment reports $929.0M across 2,002 accounts in assets under management.
How do I contact Jeffrey Johnson?
Through Jeffrey's website, www.omico.net.
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
- Old Mission Investment 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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