Jordan Johnson
Pinelight Financial · Estero, Florida
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.
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Specialties
Facts
| Firm | Pinelight Financial |
|---|---|
| Based in | Estero, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $41.3M across 33 accounts |
| SEC registration | Investment adviser representative in FL, IL · CRD 6802639 |
| Exams passed | Series 65 (2017) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | pinelightfinancial.com |
How Jordan's firm compares
- Pinelight Financial's average account is about $1.3 million, from its Form ADV (assets managed divided by 33 accounts).
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Questions about Jordan
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.
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
- Pinelight Financial 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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