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James Wesley Johnson

Investment adviser representative at Blue Ocean Capital
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$619.2MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

17 years in the industry.

  1. Blue Ocean CapitalMar 2003 to now
  2. Cpa Asset Management Group, L.L.C. d/b/a Blue Ocean CapitalNov 2001 to now
  3. Elhilow, Smith & Company, LLCJan 2007 to Dec 2018

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2002

State registrations

Registered as an investment adviser representative in 1 state (FL).

Blue Ocean Capital

Legal name: Cpa Asset Management Group, LLC

$619.2MAssets managed
168Clients
5Advisers
26 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4632560
Firm CRD
107833
Advisor's SEC record (opens in a new tab)
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