Latest Headlines

Monday, July 22, 2019

Johnson Investment Counsel ranked as the 25th largest Registered Investment Advisor (RIA) in the nation, among Financial Advisor Magazine’s "2019 RIA Ranking". Financial Advisor Magazine, 7/12/2019.

The ranking is based on discretionary assets under management reported to the Securities and Exchange Commission (SEC) as of December 31, 2018. The ranking may not be representative of any one client's experience as it reflects a sample of client experiences. The award is also not indicative of future performance and there is no guarantee of future investment success.

Tuesday, July 16, 2019

Johnson Investment Counsel ranked among the nations’ top investment advisory firms in Financial Times’ “FT 300: Top Registered Investment Advisers 2019” list. Financial Times, 6/27/2019.

The sixth edition of the FT 300 assesses registered investment advisers (RIAs) on traits desirable to investors.  The formula the Financial Times (FT) uses to grade advisers is based on six broad factors and calculates a numeric score for each adviser.  Areas of consideration include adviser assets under management (AUM), asset growth, the company’s age, industry certifications of key employees, SEC compliance record and online accessibility.

More than 2,000 RIA’s who both register with the SEC and report $300m or more in AUM were invited to participate.  Some 740 RIA’s completed the application and 300 made the final list.  The FT 300 is presented as an elite group and not as a competitive ranking of one to 300.  The ranking may not be representative of any one client’s experience as it reflects a sample of client experiences.  The award is also not indicative of future performance and there is no guarantee of future investment success.

Tuesday, July 16, 2019

Johnson mentioned in Cincinnati Business Courier article highlighting Cincinnati firms listed among the nations’ top investment advisory firms in Financial Times’ “FT 300: Top Registered Investment Advisers 2019” list. Cincinnati Business Courier, 7/15/2019.

Monday, July 1, 2019

JIC Columbus’ new LeVeque Tower offices featured in the popular “Office Space” column of Columbus CEO Magazine. Columbus CEO “Office Space” – Johnson Investment Counsel, 6/26/2019.

Thursday, June 27, 2019

Ranked #6 in Columbus Business First's "Largest Central Ohio Financial Planners - Fee Only" Ranking for 2018.
This ranking lists Central Ohio's top fee-only financial planners by assets under management as of Dec. 31, 2018. The ranking may not be representative of any one client's experience as it reflects a sample of client experiences. The award is also not indicative of future performance and there is no guarantee of future investment success.

Friday, May 3, 2019

Johnson Investment Counsel will be expanding their office footprint into the Southeastern Michigan market. Joe Henderson, CLU, CFP® has been hired to lead the expansion and serve clients out of a Southeastern Michigan office. Press Release, 5/3/2019.

Monday, April 22, 2019

Johnson Investment Counsel ranked 6th in Central Ohio among 2018 Fee Only Financial Planners according to Columbus Business First. The ranking is based on assets under management reported by individual firms via an online survey. Columbus Business First, 4/5/2019.

This ranking lists Central Ohio's top fee-only financial planners by assets under management as of Dec. 31, 2018. The ranking may not be representative of any one client's experience as it reflects a sample of client experiences. The award is also not indicative of future performance and there is no guarantee of future investment success.

Tuesday, April 9, 2019

Tara Adams, Vice President of Trust Services authored an article for the Goering Center News detailing the value of a well-structured plan that will secure successful transfer of a family’s wealth, legacy, and values to the third generation. Goering Center News, 4/9/2019.

Monday, March 11, 2019

Jason Jackman shares his enthusiasm for his new role as NKU Foundation President in the Fall/Winter edition of the NKU Magazine. NKU Magazine, Fall/Winter 2018-19, Vol. 4, No. 1. 

Friday, February 22, 2019

JIC announces its rebranding—highlighting a new logo, redesigned website, and expanded service offerings in today’s Cincinnati Business Courier. Cincinnati Business Courier, 2/22/2019.

Friday, September 14, 2018

Barron's ranked Johnson Investment Counsel as 20th in the nation on their "Top 40 RIA Firms Ranking" for 2018.

Barron's ranking is based on a variety of qualitative and quantitative factors, including the assets overseen by the firm, its regulatory record, and the size and scope of its operations, including the number of clients, advisors and offices. Barron's generally sets a $2 billion assets under management minimum for participation. The ranking may not be representative of any one client's experience as it reflects a sample of client experiences. The award is also not indicative of future performance and there is no guarantee of future investment success.

Friday, August 10, 2018

Jason Jackman, President, presented the Patrick Chong Memorial Scholarship to two outstanding students, Benjamin Gerding and Alexander Wertz. Press Release, 8/10/2018.

Thursday, July 5, 2018

Johnson Investment Counsel ranked by SmartAsset as a top financial advisory firm in Ohio. SmartAsset.com, 7/5/2018.

In compiling its list, SmartAsset only considered Ohio-based financial advisory firms that are registered with the Securities and Exchange Commission (SEC). If a firm did not have financial planning services, did not manage individual accounts or had disciplinary issues on its record, it was taken out of consideration. The firms on this list are ranked from highest assets under management to lowest. The ranking may not be representative of any one client's experience as it reflects a sample of client experiences. The award is also not indicative of future performance and there is no guarantee of future investment success.

Thursday, July 5, 2018

Johnson Investment Counsel ranked as the 26th largest Registered Investment Advisor (RIA) in the nation, among FA's "2018 Top RIA Survey" by Financial Advisor (FA) Magazine. Financial Advisor Magazine, 7/5/2018.

The ranking is based on discretionary assets under management reported to the Securities and Exchange Commission (SEC) as of December 31, 2017. The ranking may not be representative of any one client's experience as it reflects a sample of client experiences. The award is also not indicative of future performance and there is no guarantee of future investment success.

Monday, June 11, 2018

Joseph Edelstein, Research Analyst, was featured in an article by the Cincinnati Business Courier titled "How Amazon-Whole Foods has impacted Kroger one year later." Cincinnati Business Courier, 6/11/2018.

Friday, June 8, 2018

Johnson Investment Counsel named a 2018 Top Workplace in Cincinnati by Enquirer Media. Cincinnati Enquirer, 6/8/2018.

Tuesday, June 5, 2018

Ranked among Ohio's top 10 financial advisory firms.

In compiling its list, SmartAsset only considered Ohio-based financial advisory firms that are registered with the Securities and Exchange Commission (SEC). If a firm did not have financial planning services, did not manage individual accounts or had disciplinary issues on its record, it was taken out of consideration. The firms on this list are ranked from highest assets under management to lowest. The ranking may not be representative of any one client's experience as it reflects a sample of client experiences. The award is also not indicative of future performance and there is no guarantee of future investment success.

Friday, April 6, 2018

Ranked #4 in Columbus Business First's "Largest Central Ohio Financial Planners - Fee Only" ranking for 2017.

This ranking lists Central Ohio's top fee-only financial planners by assets under management as of Dec. 31, 2017. The ranking may not be representative of any one client's experience as it reflects a sample of client experiences. The award is also not indicative of future performance and there is no guarantee of future investment success.

Friday, March 2, 2018

Jason Jackman, President, was interviewed by the Cincinnati Business Courier regarding the recent acquisition of Riazzi Asset Management in an article titled "Johnson Investment Counsel Buys Dayton Investment Firm." Cincinnati Business Courier, 3/2/2018.

Friday, February 23, 2018

Jason Jackman was interviewed by the Cincinnati Business Courier regarding the acquisition of Riazzi Asset Management in Dayton. Cincinnati Business Courier, 2/23/2018.

Monday, December 4, 2017

Johnson Investment Counsel names Holli Alexander as Chief Operating Officer. Press Release, 12/4/2017.

Tuesday, October 17, 2017

Johnson Investment Counsel was named a winner of the 2017 Best Practices Awards for Excellence in Compensation and Staffing by InvestmentNews. InvestmentNews, 10/17/2017.

These firms rank among the top quartile of more than 700 independent advisory firms that participated in the 2017 Adviser Compensation and Staffing Study and the 2017 Adviser Technology Study.

Friday, September 15, 2017

Barron's ranked Johnson Investment Counsel as 15th in the nation on their "Top 30 Registered Investment Advisor (RIA) Firms Ranking" for 2017. Barron's, 9/15/2017.

The ranking is based on a number of criteria, including assets under management, client retention, and various factors that speak to the firms’ ability to provide broad and consistent services to clients. The ranking may not be representative of any one client's experience as it reflects a sample of client experiences. The award is also not indicative of future performance and there is no guarantee of future investment success.

Wednesday, September 13, 2017

Todd Wenning was featured in an article from U.S. News & World Report titled "What to Do When You Sell Stock Too Soon." U.S. News & World Report, 9/13/2017.

Thursday, August 24, 2017

Jason Jackman will speak at Fund Evaluation Group's (FEG) 2017 Investment Forum in Cincinnati. His session is called, ”A Guide to Better Governance” and will explore Board governance–including challenges and investment pitfalls, the importance of diverse thought, and tools to develop an effective committee process. Press Release, 8/24/2017.

Monday, August 7, 2017

We are excited to announce that we now have an office in the Cleveland-Akron area! Press Release, 8/7/2017.

Monday, August 7, 2017

Jason Jackman, President, and Tony Kure, Director of Northeastern Ohio Market, were interviewed by Crain's Cleveland in an article titled "Cincinnati investment giant acquires NEO's Magis Wealth." Crain's, 8/7/2017.

Tuesday, July 18, 2017

Jason Jackman, President, presented the Patrick Chong Memorial Scholarship to two outstanding students, Kyle Ackerman and Shaun Grant.

Wednesday, July 12, 2017

Chad Maggard, Portfolio Manager, discusses helpful points to consider when talking about family money with the next generation. Goering Center eNewsletter, 7/12/2017.

Wednesday, July 5, 2017

Johnson Investment Counsel is listed as the 22nd largest Registered Investment Advisor (RIA) among FA’s "2017 Top RIA Survey” by Financial Advisor (FA) Magazine. Financial Advisor Magazine, 7/5/2017.

Rankings based on assets under management as reported to the Securities and Exchange Commission (SEC) as of 12/31/2016. The ranking may not be representative of any one client's experience as it reflects a sample of client experiences. The award is also not indicative of future performance and there is no guarantee of future investment success.

Thursday, June 22, 2017

Johnson Investment Counsel was named to the 2017 Financial Times 300 Top Registered Investment Advisors list. The Financial Times is a daily newspaper and one of the world’s leading news organizations, focusing on business and economic news. Financial Times, 6/22/2017.

The Financial Times 300 Top Registered Investment Advisors is an independent listing produced annually by the Financial Times (June, 2017). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300. The ranking may not be representative of any one client's experience as it reflects a sample of client experiences. The award is also not indicative of future performance and there is no guarantee of future investment success.

Tuesday, June 6, 2017

Johnson Investment Counsel was named a 2017 Top Workplace in Cincinnati by Enquirer Media. Cincinnati Enquirer 6/6/2017.

Sunday, June 4, 2017

Johnson Investment Counsel is ranked as the 13th largest Registered Investment Advisor (RIA) in the United States among "Largest Fee-Only RIAs" by InvestmentNews Magazine. InvestmentNews, 6/4/2017.

The ranking is based on discretionary assets under management reported to the Securities and Exchange Commission (SEC) as of May 1, 2016. The ranking may not be representative of any one client's experience as it reflects a sample of client experiences. The award is also not indicative of future performance and there is no guarantee of future investment success.

Tuesday, May 9, 2017

Jason Jackman and Bret Parrish are quoted in Sycamore Living Magazine discussing the opening of a second Cincinnati office in Kenwood. Sycamore Living, 5/9/2017.

Wednesday, May 3, 2017

Johnson Investment Counsel Celebrates 15 Years of Outperforming its Benchmark in Intermediate Bond Portfolios. Press Release, 5/3/2017.

Friday, February 24, 2017

Johnson Investment Counsel is pleased to announce the opening of a second Cincinnati office in Kenwood at 7755 Montgomery Road in The Redstone Building. The new office will be occupied by the firm’s family offices services division, Johnson Trust Family Office Services. Press Release, 2/24/2017.

Thursday, February 23, 2017

Jason Jackman discusses the opening of a second Cincinnati office in Kenwood during an interview with Steve Watkins of the Cincinnati Business Courier. Cincinnati Business Courier, 2/23/2017.

Friday, February 3, 2017

Jason Jackman, President, was quoted by Cincy Magazine in their 2017 Wealth Management Guide, pages 3-5.

Wednesday, November 9, 2016

Jason Jackman, President, was interviewed by WKRC Local Channel 12 regarding Wall Street expectations now that Trump has been elected. WKRC Local 12, 11/9/2016.

Wednesday, November 9, 2016

Jason Jackman, President, was quoted by the Enquirer for the article, "What Trump's win means for companies, local economy." Cincinnati.com, 11/9/2016.

Tuesday, November 1, 2016

Tim Gehner, Director, was quoted on Forbes.com in the article, "Trump Vs. Clinton: How Will The Stock Market React To The Election?" Forbes.com, 11/1/2016.

Tuesday, October 25, 2016

Scott Wyckoff was a guest on WVXU radio discussing "How November's Election Results Could Impact The Economy." WVXU 91.7 FM, 10/25/2016.