Morgan Stanley
47yrs
Top advisor by experience in Lincoln
44yrs
Jeffrey Charles Johnson
Financial advisor at Focus Partners Wealth
At a glance
Experience44 years (since 1982)
How that compares ?Top 1% by experience in Nebraska
Office6940 "O' Street Suite 300, Lincoln, NE 68510
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee, Other
States licensed ?1 state
Services through Focus Partners Wealth
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2024 – nowFocus Partners Wealth, LLCCurrent firm
- 2017 – 2024Buckingham Strategic Wealth, LLCPreviously
- Nov 2015 – Apr 2017Executive Wealth ManagementPreviously
- 2004 – 2016LPL Financial LLCPreviously
- 1997 – 2004Citigroup Global Markets Inc.Previously
Questions to ask Jeffrey
Tailored to Jeffrey’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jeffrey
How do I contact Jeffrey?
Call Focus Partners Wealth at (314) 725-0455 and ask for Jeffrey Charles Johnson. Jeffrey works from the Lincoln, NE office.
How long has Jeffrey been a financial advisor?
Jeffrey has been in the industry since 1982, about 44 years. Top 1% by experience in Nebraska.
What licenses does Jeffrey hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jeffrey a fiduciary?
Jeffrey is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jeffrey paid?
Focus Partners Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains, other fees. Ask Jeffrey for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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