Johnson in the News

CEO Jason Jackman, CFA spoke with Asset TV for their Meet the RIA series, discussing the firm’s inception, many of the firm’s strategic advantages, and the philosophy and approach that has allowed us to grow into one of the nation’s largest RIAs managing over $17 billion. "Meet the RIA: Johnson Investment Counsel." Asset TV, 5/1/2023

CEO Jason Jackman, CFA spoke with Asset TV about Q1 earnings, stress within regional banks, and insights on the likelihood of a recession. Jackman highlighted the importance of the firm’s focus on quality in portfolio construction and discussed where he’s investing client funds right now in the interview: "Lingering Regional Bank Stress and Recession Outlook." Asset TV, 4/25/2023

VP of Trust Services Tara N. Adams, CTFA, was interviewed by ForthRight Women on the topic of “getting out of your own way.”  Cincinnati Refined shared the interview as a part of their “Redefining the Art of Being an Executive Mom” series. Cincinnati Refined, 4/24/2023.

Johnson Investment Counsel ranked 7th in Columbus Business First’s “Largest Central Ohio Financial Planners-Fee Only.” The ranking is based on assets under management reported by individual firms via an online survey. Columbus Business First, 3/31/2023.

VP of Trust Services Tara N. Adams, CTFA, was interviewed by Amy Scalia for International Women's Day. The two discussed Johnson Investment Counsel’s female-focused programming for this Local12 and Cincinnati Refined segment. Cincinnati Refined, 3/8/2023

Our Powerhouse Donna Salyers featured in February’s Movers & Makers Magazine. Check out the feature on page 42: “Salyers shares insights at women’s networking event” Movers & Makers Magazine, 1/24/2023.

Senior Research Analyst Bill Jung, CFA, weighs in on why Fifth Third’s fourth quarter 2022 earnings surprised analysts in a Cincinnati Business Courier article: "Fifth Third’s Fourth Quarter 2022 Earnings Surprised Analysts; here’s why " Cincinnati Business Courier, 1/19/2023.

Barron’s ranked Johnson Investment Counsel as 38th in the nation in their 2022 “Top 100 RIA Firms” ranking. Barron's, 9/19/22.

Johnson Investment Counsel ranked 3rd in Cincinnati Business Courier’s “Largest Greater Cincinnati Money Management Firms.” The ranking is based on assets under management reported by individual firms via an online survey. Cincinnati Business Courier, 7/22/2022.

Johnson Investment Counsel ranked as 30th largest Registered Investment Advisor (RIA) in the nation in Financial Advisor Magazine's "2022 RIA Ranking." Financial Advisor Magazine, 7/15/2022.

President Jason Jackman is interviewed by Asset TV on financial planning in times of market volatility. He also shares advice for investors and outlines top risks to monitor in times of economic uncertainty. "The More Reliable Recession Indicator." Asset TV, 7/7/2022.

Johnson Investment Counsel names Director of Marketing Jamie Horn, Senior Portfolio Manager Jonathan McEvoy, CFP®, AIF®, and Senior Portfolio Manager Elizabeth Schaefer, CIMA®, as new shareholders. This brings the grand total of shareholders to 44 out of 158 employees. Cincinnati Business Courier, 6/28/2022.

Chief Investment Officer Charles Rinehart, CFA, CAIA, weighs in on what local stocks investors should be investing in right now in a Cincinnati Business Courier article: "Here are the best, worst Cincinnati stocks as market hits bear territory." Cincinnati Business Courier, 6/14/22.

Johnson Investment Counsel's President, Jason Jackman, is quoted in a Cincinnati Business Courier article "One of Cincinnati's largest investment firms quadruples Kenwood office." Cincinnati Business Courier, 5/31/2022.

Johnson Investment Counsel ranked 7th in Columbus Business First’s “Largest Central Ohio Financial Planners-Fee Only.” The ranking is based on assets under management reported by individual firms via an online survey. Columbus Business First, 4/1/2022.

Managing Director Tony Kure, CFP® discusses annuities as a part of retirement plans in the Fiduciary News article “The Good, The Bad, And The Ugly On Annuities In 401k Plans.” Fiduciary News, 3/15/2022.

Research Analyst Joe Edelstein, CFA weighs in on Kroger’s potential purchase of rival Albertsons in Cincinnati Business Courier article: “Could Kroger buy nation’s second-largest traditional supermarket chain?” Cincinnati Business Courier, 3/2/2022.

JIC’s Columbus office has ranked 9th on the Columbus CEO Leaderboard for wealth management firms, based on assets under local management. Columbus CEO, 10/26/2021.

Johnson Investment Counsel tops the list of local firms on Barron’s prestigious annual ranking of the nation’s top registered investment advisory firms. Read "Barron’s ranks three Cincinnati investment firms among nation’s top 100." Cincinnati Business Courier, 11/16/2021.

Managing Director Vince Russell discusses transfer of business ownership in Dayton Business Journal article, “Succession planning: Dayton estate planners talk best practices — and biggest pitfalls.” Dayton Business Journal, 11/2/2021.

Johnson Investment Counsel President Jason Jackman is included in Cincinnati 300, Cincinnati Magazine’s 2021 guide to the most powerful business leaders in the region. Cincinnati Magazine, 10/1/2021.

Barron’s ranked Johnson Investment Counsel as 37th in the nation in their 2021 “Top 100 RIA Firms” ranking. Barron's, 9/20/21.

JIC’s Dayton office is featured in Dayton Business Journal article, “These 5 factors are powering Johnson Investment Counsel's growth in Dayton.” Dayton Business Journal, 9/9/2021.

Joe Edelstein, CFA discusses supermarket stock performance in Cincinnati Business Courier article: “Kroger stock jumps to all-time high.” Cincinnati Business Courier, 9/7/2021.

Joe Edelstein, CFA discusses retail delivery options in Cincinnati Business Courier article: “Walmart launches delivery for other retailers; here’s how it will impact Kroger.” Cincinnati Business Courier, 8/24/2021.

Johnson Investment Counsel ranked as 23rd largest Registered Investment Advisor (RIA) in the nation in Financial Advisor Magazine's "2021 RIA Ranking." Financial Advisor Magazine, 7/16/2021.

Johnson Investment Counsel ranked 4th among “Greater Cincinnati’s Largest Money Management Firms” by Cincinnati Business Courier.  Cincinnati Business Courier, 7/16/2021.

Johnson Trust Company President Michael Barnes, Esq., CTFA, discusses tax-favored charitable gifting in Goering Center News article, “Unlock the charitable capital in S-Corporation stock in a tax-favored way.” Goering Center News, 7/1/2021.

President Jason Jackman participates in RIA Roundtable: “Inflation, M&A, Virtual Meetings & Technology with Asset TV.” Asset TV, 6/24/2021.

Joe Edelstein, CFA discusses eat-at-home trend and its impact on local grocery business in Cincinnati Business Courier article: “How Kroger is affected by eat-at-home vs. restaurant trend.”  Cincinnati Business Courier, 6/17/2021.

Joe Edelstein, CFA discusses Kroger first quarter earnings in Cincinnati Business Courier article: “Here's how Kroger’s first-quarter earnings beat analysts' expectations.”  Cincinnati Business Courier, 6/17/2021.

Portfolio Manager Assistant Gwendelyn S. Keihl, CFP® has been selected as a member of the 2021 Cincy Next class.  Cincy Next is a leadership development program offered through the Cincinnati Regional Chamber designed for professionals within their first eight years of employment seeking professional and personal development.

Johnson Investment Counsel ranked 7th in Columbus Business First’s “Largest Central Ohio Financial Planners-Fee Only.” The ranking is based on assets under management reported by individual firms via an online survey. Columbus Business First, 4/2/2021.

President Jason Jackman is interviewed by Asset TV on JICs tremendous growth and client-focused culture. “Growth is Not the Goal, It’s the Outcome: Johnson Investment Counsel.” Asset TV, 4/1/2021.

JIC Research Analyst Joe Edelstein, CFA talks post-Covid consumer behavior and its impact on Kroger in the Cincinnati Business Courier’s cover story on Kroger CEO Rodney McMullen. Cincinnati Business Courier, 2/12/2021.

JIC Managing Director Charles Rinehart, CFA, CAIA, talks Gamestop with WLWT5 reporter John London. WLWT, 1/28/2021.

Johnson Research Analysts share detailed insight regarding the best Cincinnati Stocks of 2020. Cincinnati Business Courier, 12/21/2020.

JIC Research Analyst Joe Edelstein, CFA, talks with Cincinnati Business Courier regarding Kroger’s third-quarter earnings in recent article: “Here’s how Kroger’s third-quarter earnings surprised analysts.” Cincinnati Business Courier, 12/3/2020.

JIC Research Analyst Joe Edelstein, CFA, talks with Cincinnati Business Courier regarding Kroger distribution center plans in recent article: “Kroger revamps distribution plan to add micro-fulfillment centers.” Cincinnati Business Courier, 11/10/2020.

JIC’s Brandon Zureick, CFA, talks post-election economy in Cincinnati Business Courier article, "Experts predict post-election economy as Cincinnati’s recovery impresses." Cincinnati Business Courier, 11/5/2020.

Johnson Investment Counsel ranked 33 out of 100 in Barron’s 2020 list: “America’s Best RIA Firms.” The independent firm ranking expanded from 50 to 100 this year and includes new metrics such as technology spending, staff diversity, and succession planning. Barron’s, 9/14/2020.

JIC Research Analyst Joe Edelstein, CFA, talks with Cincinnati Business Courier regarding Kroger earnings in recent article: “Here’s what analysts expect from Kroger’s second quarter earnings report.” Cincinnati Business Courier, 9/9/2020.

JIC Director of Marketing, Jamie Horn has been selected as a member of the Cincinnati USA Regional Chamber 2020 WE Lead class. Cincinnati Business Courier, 9/4/2020.

JIC Research Analyst Joe Edelstein, CFA, talks with Cincinnati Business Courier regarding delivery subscription programs in recent article: “With Walmart+ launching, Kroger testing its next move, analysts say”. Cincinnati Business Courier, 9/1/2020.

JIC Senior Portfolio Manager, Brian Butt, CFA, has been selected as a member of the Cincinnati Business Courier’s 2020 Forty Under 40 class. This annual award recognizes the next generation of leaders in Greater Cincinnati who are establishing successful careers while also giving back to their communities. Cincinnati Business Courier, 8/20/2020.

JIC’s Director of Northeastern Ohio Market and Senior Portfolio Manager, Anthony Kure, CFP® discusses stock market volatility and portfolio strategy in a recent Goering Center News article. Goering Center News, 7/7/2020.

Cincinnati Business Courier features Johnson Investment Counsel's recent shareholder class in the article, "Johnson Investment Counsel adds nine new shareholders." Cincinnati Business Courier, 7/23/2020.

Jason Jackman, President, presented the Patrick Chong Memorial Scholarship to two outstanding students, Nicole Moulas and Andrew Moulas. Press Release, 7/8/2020.

JIC Research Analyst Joe Edelstein, CFA shares insight regarding consumer behavior in Cincinnati Business Courier article: “Kroger stock’s biggest buyers, sellers revealed (including one sale of 9.8 million shares).” Cincinnati Business Courier, 7/6/2020.     

Members of the Johnson team spoke with marketing agency Intrinzic about the importance of communication and the value of maintaining a positive workplace culture, especially during these uncertain times. Intrinzic Brand Collaborative, 6/19/2020.

Johnson Investment Counsel highlighted in recent TechTarget article for seamless transition to a work form home environment during pandemic. TechTarget, 6/26/2020.     

Johnson Investment Counsel ranked by SmartAsset as a top financial advisory firm in Cincinnati, Ohio. SmartAsset.com, 5/7/2020.

JIC’s Ryan Easter, PMP ®, Director of Operations and Information Technology, talks with Tech Crunch about how having a tested strategy in place for working remotely, in advance of COVID-19, allowed for uninterrupted client service. “It was imperative that our advisors could communicate with clients, collaborate with each other and operate the business seamlessly. That included ensuring we could make real-time trades and provide all of our other client services.”

JIC’s Brandon Zureick, CFA, spoke with WLWT’s John London regarding the local economy and unemployment numbers. WLWT, 6/5/2020.