Charles John Donovan
Investment adviser representative at Johnson Investment Counsel, Inc.
18 yearsExperience
1 stateRegistered in
$23BFirm assets
24 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Johnson Investment Counsel, Inc.Nov 2024 to now
- Payden & RygelFeb 2023 to Aug 2024
- Neuberger BermanFeb 2022 to Feb 2023
- Payden & RygelAug 2017 to Feb 2022
- Natixis Global AssociatesSep 2008 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (OH).
Johnson Investment Counsel, Inc.
$23BAssets managed
5,470Clients
65Advisers
24 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
- 5321874
- Firm CRD
- 117054