Joseph Johnson
The J.O. Johnson Group · Sykesville, Maryland
Joseph Johnson is a fee-only financial advisor at The J.O. Johnson Group in Sykesville, Maryland. The J.O. Johnson Group reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | The J.O. Johnson Group |
|---|---|
| Based in | Sykesville, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $22.8M across 110 accounts |
| SEC registration | Investment adviser representative in MD, PA · CRD 2889344 |
| Exams passed | Series 63 (1998) · Series 66 (2003) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Joseph's firm compares
- The J.O. Johnson Group's average account is about $208,000, from its Form ADV (assets managed divided by 110 accounts).
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Questions about Joseph
Is Joseph Johnson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and The J.O. Johnson Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, The J.O. Johnson Group, reports charging a percentage of assets on its SEC Form ADV.
Where is Joseph Johnson based?
Joseph Johnson is based in Sykesville, Maryland.
Is Joseph Johnson registered with the SEC?
Yes. Joseph Johnson is registered as an investment adviser representative in MD and PA (CRD 2889344), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The J.O. Johnson Group manage?
The J.O. Johnson Group reports $22.8M across 110 accounts in assets under management.
How do I contact Joseph Johnson?
Contact details aren't on file yet. Search for The J.O. Johnson Group.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Maryland
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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