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Michael S Jordan

Investment adviser representative at Johnson Investment Counsel, Inc.
26 yearsExperience
2 statesRegistered 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

26 years in the industry.

  1. Johnson Investment Counsel, Inc.Jul 2000 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law2006

State registrations

Registered as an investment adviser representative in 2 states (OH, TX).

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
5457906
Firm CRD
117054
Advisor's SEC record (opens in a new tab)
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