LeadIQ logo
Learn more at LeadIQ.com

Insights

Boutique scale Johnson Financial Advisors is a small firm with 2-10 employees and annual revenue between 1M and 10M, presenting a target profile for personalized, high-touch wealth management services and boutique partnerships.

Legacy and planning The firm emphasizes legacy planning, retirement planning, tax efficient strategies and bespoke investment allocations, indicating cross-sell opportunities for integrated financial planning and estate services.

Digital footprint Tech stack includes WordPress, Google Ads, Cloud services and marketing tools, suggesting a readiness for digital marketing optimization and campaigns to attract affluent clients and expand reach.

Growth potential Revenue range and client-focused services signal opportunities to expand advisory capacity, introduce more scalable planning tools, and potentially partner with larger custodians or technology platforms.

Competitive positioning Self-described client-first, tailored advice contrasts with larger wirehouses; prospecting can highlight dedicated service, personalized planning, and independent guidance to attract clients seeking customized strategies.

Similar companies to Johnson Financial Advisors

Johnson Financial Advisors Tech Stack

Johnson Financial Advisors uses 8 technology products and services including Google Ads, WordPress, oEmbed, and more. Explore Johnson Financial Advisors's tech stack below.

Johnson Financial Advisors's Email Address Formats

Johnson Financial Advisors uses at least 2 email formats:
Johnson Financial Advisors Email FormatsExamplePercentage
First@johnsonplan.comJohn@johnsonplan.com
80%
FLast@johnsonplan.comJDoe@johnsonplan.com
20%

Frequently Asked Questions

What is Johnson Financial Advisors's phone number?

Minus sign iconPlus sign icon You can contact Johnson Financial Advisors's main corporate office by phone at
+1-602-242-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Johnson Financial Advisors's official website and social media links?

Minus sign iconPlus sign iconJohnson Financial Advisors's official website is johnsonfinancial.com and has social profiles on LinkedIn.

How much revenue does Johnson Financial Advisors generate?

Minus sign iconPlus sign icon As of September 2026, Johnson Financial Advisors's annual revenue is estimated to be $1M - $10M.

What is Johnson Financial Advisors's NAICS code?

Minus sign iconPlus sign iconJohnson Financial Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Johnson Financial Advisors have currently?

Minus sign iconPlus sign iconAs of September 2026, Johnson Financial Advisors has approximately 10 employees across 2 continents, including North America and Europe. Key team members include Vice President Of Investment Management: M. F. J., President: P. J. and Vice President: L. J. Explore Johnson Financial Advisors's employee directory with LeadIQ.

What industry does Johnson Financial Advisors belong to?

Minus sign iconPlus sign iconJohnson Financial Advisors operates in the Financial Services industry.

What technology does Johnson Financial Advisors use?

Minus sign iconPlus sign iconJohnson Financial Advisors's tech stack includes Google Ads, WordPress, oEmbed, Google Fonts API, Google Cloud, Constant Contact, WP Engine and Cloudflare Bot Management.

What is Johnson Financial Advisors's email format?

Minus sign iconPlus sign iconJohnson Financial Advisors's email format typically follows the pattern of First@johnsonplan.com. Find more Johnson Financial Advisors email formats with LeadIQ.

When was Johnson Financial Advisors founded?

Minus sign iconPlus sign iconJohnson Financial Advisors was founded in 1981.
Johnson Financial Advisors logo

Johnson Financial Advisors

Financial ServicesArizona, United States2-10 Employees

Johnson Financial Advisors is a financial services firm founded in 1981 that provides tailored wealth management and financial planning guidance to individual clients. Based in Tempe, Arizona, the firm emphasizes listening to client goals and delivering customized strategies across investment management, retirement planning, legacy planning, asset allocation, tax-efficient strategies, financial planning, and insurance risk management. Serving a small firm size with a personalized approach, JFA targets families and individuals seeking comprehensive, goal-driven planning rather than one-size-fits-all solutions. The company positions itself as a fiduciary-style advisor focusing on aligning financial decisions with each client’s unique aspirations and circumstances. Recent context highlights its ongoing operation as a private advisory practice serving the local market, with information available through its website.” } }{json} is not needed; please ignore. }{

Section iconCompany Overview

Phone number
+1-602-242-****
Website
johnsonfinancial.com
NAICS Code
52 - Finance and Insurance
Founded
1981
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Johnson Financial Advisors's revenue is estimated to be in the range of $1M - $10M

Company Leadership

  • Vice President Of Investment Management at Johnson Financial Advisors
    M. F. J.
    Vice President Of Investment Management
    Mobile Phone
  • President at Johnson Financial Advisors
    P. J.
    President
    Mobile Phone
  • Vice President at Johnson Financial Advisors
    L. J.
    Vice President
    Mobile Phone
  • Client Relations Associate at Johnson Financial Advisors
    A. S.
    Client Relations Associate
    Mobile Phone

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust LeadIQ to help them build pipeline confidently.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.