Conner James Johnson
Investment adviser representative at Corient
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$165.3BFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
13 years in the industry.
- CorientJun 2026 to now
- Corient Services LLCJun 2026 to now
- Capital Advisors, Inc.Jan 2023 to Jun 2026
- University of OklahomaAug 2020 to Dec 2022
- Tulsa Community CollegeAug 2018 to Jun 2020
- Jenks Public SchoolsAug 2013 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (OK, TX).
Corient
Legal name: Corient Private Wealth LP
$165.3BAssets managed
26,586Clients
669Advisers
4 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
- 7804552
- Firm CRD
- 319448