Joel Johnson
Investment adviser representative at Fourthought Financial Partners, LLC.
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.9BFirm 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Fourthought Financial Partners, LLC.Aug 2023 to now
- Sanibel Trust CompanyNov 2021 to Aug 2023
- Sanibel Captiva Trust CompanyApr 2015 to Nov 2021
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (FL).
Fourthought Financial Partners, LLC.
$1.9BAssets managed
1,002Clients
11Advisers
3 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
- 6400525
- Firm CRD
- 323060