# JOHNSON FINANCIAL GROUP LLC

JOHNSON FINANCIAL GROUP LLC of DENVER, CO is an SEC-registered investment adviser.

## Registration

- CRD: 125101
- Type: SEC-registered investment adviser
- SEC file number: 801-79223
- Location: 1144 FIFTEENTH STREET, SUITE 3950, DENVER, CO, 80202
- Phone: 720-475-1195
- Latest filing: 2026-05-04
- Regulatory AUM: $4.5B
- Discretionary AUM: $2.5B
- Non-discretionary AUM: $2.1B
- Clients: 62
- Accounts: 1,745

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities, Investment cos, Other

## Officers, owners & control persons (21)

| Name | Role | Location |
| --- | --- | --- |
| Brandon Carroll Johnson | ELECTED MANAGER & CEO; MEMBER | — |
| Wendy Marie Johnson | CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL; CHIEF INNOVATION OFFICER  & GENERAL COUNSEL; GENERAL COUNSEL (+1 more) | — |
| Albert Wayne Williams | MANAGING DIRECTOR | — |
| Mark Peter Mcconnell | MANAGING DIRECTOR | — |
| Kristin Keffeler | CHIEF LEARNING OFFICER | — |
| Robert Lloyd Lawrence | SENIOR ADVISOR | — |
| Lisa Marie Burke | CHIEF COMPLIANCE OFFICER | — |
| MASSEY STEWART RICHARD | TRUSTEE | — |
| JOHNSON CHRISTINA MARIE | CHIEF COMPLIANCE OFFICER & CHIEF LEGAL OFFICER; CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL; MEMBER | — |
| JOHNSON BRANDON CARROLL | CHIEF COMPLIANCE OFFICER; ELECTED MANAGER & CEO; ELECTED MANAGER & PRESIDENT (+5 more) | — |
| ELLENA GREGORY J | TRUSTEE | — |
| LAWRENCE STEVE LLOYD | SENIOR ADVISOR | — |
| JOHNSON JENNIE M | CHIEF COMPLIANCE OFFICER | — |
| WILLIAMS MICHAEL WAYNE | MANAGING DIRECTOR | — |
| MCCONNELL MARK PETER | MANAGING DIRECTOR | — |
| Keffeler Kristin | CHIEF LEARNING OFFICER | — |
| Bryant Hicks | DIRECTOR OF OPERATIONS | — |
| William F Dowell | MANAGING DIRECTOR | — |
| Mary Love Koons | MANAGING DIRECTOR | — |
| Patrick C Crawford | MANAGING DIRECTOR | — |
| Patrick Cain Crawford | MANAGING DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/125101/brochure
- Similar advisers: https://search.stillhousedata.com/firm/125101/similar
- Related entities: https://search.stillhousedata.com/firm/125101/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/125101

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.