# Jordan Johnson

> Jordan Johnson is a fee-only financial advisor at Pinelight Financial in Estero, Florida. Jordan focuses on tax planning and retirement planning. Pinelight Financial reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jordan-johnson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Pinelight Financial
- **Based in:** Estero, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $41.3M across 33 accounts
- **Specialties:** Tax planning, Retirement planning
- **CRD:** 6802639 (https://adviserinfo.sec.gov/individual/summary/6802639)
- **SEC registration:** Investment adviser representative in FL, IL
- **Exams passed:** Series 65 (2017)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://pinelightfinancial.com

## Frequently asked questions

### Is Jordan Johnson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jordan holds no broker registration, and Pinelight Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jordan charge for financial advice?

Jordan's firm, Pinelight Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Jordan Johnson based?

Jordan Johnson is based in Estero, Florida.

### What does Jordan specialize in?

Jordan's specialties include tax planning and retirement planning.

### Is Jordan Johnson registered with the SEC?

Yes. Jordan Johnson is registered as an investment adviser representative in FL and IL (CRD 6802639), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Pinelight Financial manage?

Pinelight Financial reports $41.3M across 33 accounts in assets under management.

### How do I contact Jordan Johnson?

Through Jordan's website, pinelightfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6802639): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.pinelightfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.