Ledell Johnson
JI Financial Services · Baytown, Texas
Ledell Johnson is a fee-only financial advisor at JI Financial Services in Baytown, Texas. JI Financial Services reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Ledell →
Facts
| Firm | JI Financial Services |
|---|---|
| Based in | Baytown, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.2M across 12 accounts |
| SEC registration | Investment adviser representative in LA, TX · CRD 5990185 |
| Exams passed | Series 63 (2011) · Series 65 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Ledell's firm compares
- JI Financial Services's average account is about $100,000, from its Form ADV (assets managed divided by 12 accounts).
Request an introduction to Ledell
Tell Ledell a little about what you're looking for. Ledell isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Ledell
Is Ledell Johnson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ledell holds no broker registration, and JI Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ledell charge for financial advice?
Ledell's firm, JI Financial Services, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Ledell Johnson based?
Ledell Johnson is based in Baytown, Texas.
Is Ledell Johnson registered with the SEC?
Yes. Ledell Johnson is registered as an investment adviser representative in LA and TX (CRD 5990185), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does JI Financial Services manage?
JI Financial Services reports $1.2M across 12 accounts in assets under management.
How do I contact Ledell Johnson?
Contact details aren't on file yet. Search for JI Financial Services.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Texas
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.
See something wrong? Request a correction. Read our methodology.