Jacob Michael Farwick
Investment adviser representative at Johnson Investment Counsel, Inc.
10 yearsExperience
2 statesRegistered in
CFP® certification, CFADesignations
$23BFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Johnson Investment Counsel, Inc.Jan 2022 to now
- Crystal Clinic Orthopedic CenterJun 2020 to Dec 2021
- United RentalsMay 2019 to Aug 2019
- Full-time EducationAug 2016 to May 2021
Designations
- CFP® certification
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7766572
- Firm CRD
- 117054