Cincinnati - West
Johnson Investment Counsel

As of November 28, our West Fork office is undergoing renovations. Some conference rooms will remain available during the renovations. However, if you need to schedule a meeting or stop by the office for additional services, please contact our office number or a member of your portfolio management team to make arrangements beforehand. Thank you!

Our financial advisors in Cincinnati are located at:

3777 West Fork Road
Cincinnati, OH 45247
Office: (513) 661-3100
Toll-Free: (800) 541-0170
Fax: (513) 661-3160
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Wealth Management that Provides Peace of Mind

You’ve worked incredibly hard to earn and build your wealth. When you feel it’s time to set new goals to get the most out of what you’ve worked so hard to achieve, we’re here to partner with you and ensure your wealth provides you the precise freedom you desire. With integrated and long-term strategies that achieve prosperity for individuals, families, and organizations, our team of financial advisors in Cincinnati accept a deep level of responsibility to fully invest in you and the markets that will best serve you.

In the Cincinnati Community

As a team who lives and works in the greater Cincinnati area, supporting and enriching this incredible community is one of our main priorities. More than simply donating and sitting on boards, we are committed to supporting ideas, organizations, and events that create positive, systemic momentum, and improvement in the lives of Cincinnati residents.

We contribute professional expertise, leadership, and support to many organizations in the Cincinnati community, some of which are listed here: Alzheimer's Association, American Cancer Society, Artworks, Boys and Girls Clubs, Brighton Center, Cincinnati Ballet, Cincinnati Opera, Cincinnati Shakespeare Company, Cincinnati Symphony Orchestra, Cincinnati Zoo, Ensemble Theatre Cincinnati, Goodwill Industries, Great Parks Forever, Life Learning Center, National MS Society, Northern Kentucky University Foundation, Playhouse in the Park, Ronald McDonald House, Salvation Army, SPCA Cincinnati, The Women’s Fund, The Children's Theatre of Cincinnati, UC Economics Center, Women’s Crisis Center of NKY, YMCA.

I enjoy connecting with people in a smaller, personal setting. That’s where you really get to know people and I believe that’s what makes Johnson a great partner. We have sizable, deeply credentialed teams of professionals from Portfolio Managers to Attorneys to Trust Officers, yet, we’re able to connect with our clients and community in a uniquely personal way.
Jarett Levitsky, Managing Director

Johnson Wealth Management

For high-net-worth-investors with investable assets up to $10 million.

We work to optimize your resources, so your wealth can grow and endure.

Johnson Family Office Services

For ultra-high-net-worth-investors with investable assets greater than $10 million.

We help ultra-high-net-worth families refine how wealth is invested and preserved for generations.

Johnson Trust Company

For wealth advisory and family office clients, corporate and philanthropic investors, professional services, individual trusts, estate planning in Cincinnati, and more.

We manage your estate plan according to your values and vision for your wealth.

Johnson Asset Management

For institutional investors, consultants, retail, broker-dealers/wirehouses, mutual fund platforms, 401k managers, RIA in Cincinnati, and more.

Understanding institutional clients have unique needs, our disciplined approach to investment management strives to achieve consistent, long-term performance.

Our Financial Advisors Serving Cincinnati

Our focus is on creating lasting prosperity, so our outlook is always future-forward. Get to know our team of wealth management experts in Cincinnati. We look forward to serving you, understanding your goals, and working together to achieve financial success.

Jason O. Jackman, CFA

Jason O. Jackman, CFA

Chief Executive Officer, Principal
Executive Leadership, Management Team, Asset Management, Cincinnati - West
Timothy E. Johnson, Ph.D.

Timothy E. Johnson, Ph.D.

Founder
Cincinnati - West
Fred A. Brink, CFA, CFP®

Fred A. Brink, CFA, CFP®

President of Johnson Asset Management, Principal
Executive Leadership, Management Team, Asset Management, Cincinnati - West
Michael C. Leisring, CFA

Michael C. Leisring, CFA

Chief Investment Officer-Fixed Income, Portfolio Manager, Principal
Management Team, Asset Management, Cincinnati - West
Brandon A. Zureick, CFA

Brandon A. Zureick, CFA

Director & Portfolio Manager, Principal
Management Team, Asset Management, Cincinnati - West
Mary P. Burns, Esq.

Mary P. Burns, Esq.

Vice President of Estate Planning, Senior Trust Counsel, Principal
Management Team, Trust Company, Cincinnati - West
Ryan W. Easter, PMP®

Ryan W. Easter, PMP®

Chief Operating Officer, Principal
Management Team, Information Systems, Operations, Cincinnati - West
Brian T. Kute, CFA

Brian T. Kute, CFA

Director of Research, Senior Portfolio Manager, Principal
Management Team, Asset Management, Research, Cincinnati - West
David Q. Theobald, CFA

David Q. Theobald, CFA

Senior Portfolio Manager, Principal
Asset Management, Research, Cincinnati - West
J. Christine Warren, Esq.

J. Christine Warren, Esq.

Vice President of Estate Planning, Senior Trust Counsel, Principal
Management Team, Trust Company, Cincinnati - West
Joshua B. Basinger, Esq., CTFA

Joshua B. Basinger, Esq., CTFA

Manager of Trust Services, Senior Trust Officer
Management Team, Trust Company, Cincinnati - West
Alex J. Bey, CFA

Alex J. Bey, CFA

Client Portfolio Specialist
Asset Management, Cincinnati - West
Jamie L. Horn (m. Ritter)

Jamie L. Horn (m. Ritter)

Director of Marketing, Shareholder/Principal
Management Team, Marketing, Cincinnati - West
Steven J. Linder, CCP®

Steven J. Linder, CCP®

Senior Managing Director of Human Resources, Principal
Management Team, Human Resources, Cincinnati - West
R. Ryan Martin, CFA

R. Ryan Martin, CFA

Portfolio Manager
Asset Management, Research, Cincinnati - West
Lisa R. Oliverio, CPA

Lisa R. Oliverio, CPA

Director of Finance, Principal
Management Team, Corporate Finance, Cincinnati - West
Irene Tsai, CFA, CFP®, ChFC®, CLU®

Irene Tsai, CFA, CFP®, ChFC®, CLU®

Director, Intermediaries & Client Service
Asset Management, Cincinnati - West
Scott J. Bischoff, IACCP®

Scott J. Bischoff, IACCP®

Chief Compliance Officer, Principal
Management Team, Compliance, Cincinnati - West
Alethea Teh Busken, Esq.

Alethea Teh Busken, Esq.

Trust Counsel
Trust Company, Cincinnati - West
Courtney E. Clouse Esq., CTFA

Courtney E. Clouse Esq., CTFA

Trust Officer
Trust Company, Cincinnati - West
Diane M. Spitznagel, Esq., CTFA

Diane M. Spitznagel, Esq., CTFA

Trust Officer
Trust Company, Cincinnati - West
Marc E. Figgins

Marc E. Figgins

Director of Fund Services
Management Team, Asset Management, Mutual Funds, Cincinnati - West

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