What Does Johnson Investment Counsel Do?

Total employees160
HeadquartersCincinnati
Founded1965

Johnson Investment Counsel is an independent and employee-owned investment management firm, founded in 1965. They provide comprehensive wealth management services to individuals, families, and institutions, including financial planning, investment management, and trust services. Their approach emphasizes a disciplined investment philosophy, personalized service, and a commitment to acting in their clients' best interests. The firm manages significant assets and is known for its experienced professionals and strong regional presence.

Where Is Johnson Investment Counsel's Headquarters?

HQ Function

The headquarters serves as the central hub for Johnson Investment Counsel's operations, including executive leadership, core investment strategy development, client relationship management, compliance, and administrative functions.

Notable Features:

The Cincinnati headquarters is a modern, professional office space designed to facilitate collaboration among teams and provide a welcoming environment for clients. It likely features advanced technology infrastructure for market analysis and secure client data management.

Work Culture:

The work culture at Johnson Investment Counsel's headquarters is characterized by professionalism, collaboration, a strong ethical compass, and a client-first mentality. Employees are typically experienced, dedicated, and focused on delivering high-quality financial advice and investment outcomes.

HQ Significance:

As the original and primary office, the Cincinnati headquarters is significant as the foundation of the firm's growth, embodying its history, values, and commitment to the community it has served for decades.

Values Reflected in HQ: The headquarters likely reflects values of stability, trustworthiness, professionalism, and a commitment to long-term client relationships through its design and operations.

Location:

Johnson Investment Counsel primarily operates within the United States, with a strong network of offices concentrated in the Midwest and Florida. While they do not maintain physical international offices, they may serve U.S. expatriates or international clients with U.S.-based assets through their domestic operations, adhering to relevant cross-border regulations. Their global perspective is mainly channeled through their investment strategies, which often include global asset allocation.

Street Address:

3777 West Fork Road

City:

Cincinnati

State/Province:

Ohio

Country:

United States

Where Else Does Johnson Investment Counsel Operate Around the World?

Columbus, Ohio, USA

Address: 445 Hutchinson Avenue, Suite 600, Columbus, OH 43235

To serve the growing client base in and around the state capital, offering localized expertise and convenient access for individuals, families, and institutions in the Columbus metropolitan area.

Cleveland, Ohio, USA

Address: 600 Superior Avenue East, Suite 1300, Cleveland, OH 44114

To cater to the financial needs of clients in the Greater Cleveland area, leveraging regional economic insights and providing accessible, personalized financial counsel.

Dayton, Ohio, USA

Address: 11 West Monument Avenue, Suite 504, Dayton, OH 45402

To provide dedicated financial advisory services to the Dayton community, supporting local clients in achieving their financial goals.

Novi, Michigan, USA

Address: 39555 Orchard Hill Place, Suite 335, Novi, MI 48375

To establish a strong presence in Michigan, offering personalized investment strategies and financial planning to a diverse clientele in the region.

Indianapolis, Indiana, USA

Address: 8888 Keystone Crossing, Suite 740, Indianapolis, IN 46240

To serve the Indianapolis market and surrounding areas, bringing the firm's established investment philosophy and client-centric approach to Indiana residents and institutions.

Naples, Florida, USA

Address: 300 Fifth Avenue South, Suite 304, Naples, FL 34102

To cater to the specific financial needs of residents and seasonal visitors in the Naples area, providing expertise in estate planning, investment management, and retirement solutions.

Ponte Vedra Beach, Florida, USA

Address: 822 A1A North, Suite 303, Ponte Vedra Beach, FL 32082

Expanding presence in Florida to meet the demand for sophisticated wealth management in a growing economic region, focusing on personalized financial strategies for individuals and families.

Lancaster, Pennsylvania, USA

Address: 53 N Duke Street, Suite 303, Lancaster, PA 17602

To offer localized wealth management expertise and support to individuals, families, and businesses within the Lancaster community and surrounding region.

Buying Intent Signals for Johnson Investment Counsel

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Who's Leading Johnson Investment Counsel? Meet the Executive Team

As of April 2025, Johnson Investment Counsel' leadership includes:

Jason M. Jackman, CFA - Chairman, President & Chief Executive Officer
Michael S. LeSourd, CFA - Chief Investment Officer
Laura R. Mattern, CPA - Chief Financial Officer & Treasurer
Brandon D. Zureick, CFA - Chief Operating Officer
Thomas J. پھرتیلا, CFA - President, Johnson Private Client Group
John M. Scola, CFA - President, Johnson Institutional Group

Who's Investing in Johnson Investment Counsel?

Johnson Investment Counsel has been backed by several prominent investors over the years, including:

Johnson Investment Counsel is an independent and 100% employee-owned firm.

What Leadership Changes Has Johnson Investment Counsel Seen Recently?

Hire0
Exits0

No major publicly announced executive hires or departures at the highest C-suite level (CEO, CIO, CFO, COO) were found for Johnson Investment Counsel in the last 12 months. The senior leadership team appears stable. Minor senior-level role adjustments or promotions within divisions may occur but are not always broadly publicized.

What Technology (Tech Stack) Is Used byJohnson Investment Counsel?

Discover the tools Johnson Investment Counsel uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Johnson Investment Counsel Email Formats and Examples

Johnson Investment Counsel commonly uses the email format of the first initial followed by the last name. Other formats might exist but this is the most frequently observed.

[first_initial][lastname]@johnsoninv.com

Format

jdoe@johnsoninv.com

Example

90%

Success rate

What's the Latest News About Johnson Investment Counsel?

johnsoninv.com (Press Release)June 6, 2023

Johnson Investment Counsel Announces Expansion to Ponte Vedra Beach, Florida

Johnson Investment Counsel announced the opening of its new office in Ponte Vedra Beach, Florida, marking its second location in the state and ninth office overall. This expansion aims to better serve clients in Northeast Florida....more

Citywire RIAMarch 28, 2023

Johnson Investment Counsel Named to Citywire RIA’s 50 Growers Across America List

Johnson Investment Counsel was recognized by Citywire RIA as one of the 50 fastest-growing registered investment advisory firms in the United States for 2023, highlighting its significant growth in assets under management and client base....more

johnsoninv.com (Insights)October 26, 2023

Navigating the Markets: Fourth Quarter Outlook 2023

Johnson Investment Counsel published its fourth-quarter market outlook, providing insights on economic trends, market performance, and investment strategy considerations for clients....more

Highperformr's free tools for company research

Explore Employees by Region or Country

See where a company’s workforce is located, by country or region.

View Funding Details

View past and recent funding rounds with amounts and investors.

Understand Revenue Insights

Understand company revenue estimates and financial scale.

Track Active Job Openings

Track active roles and hiring trends to spot growth signals.

Review Product and Offerings

Discover what a company offers—products, platforms, and solutions.

Get SIC or NAICS Codes

Get the company’s official SIC and NAICS classifications.

Analyze Website Traffic Trends

Analyze visitor volume, engagement, and top traffic sources.

Discover Social Profiles and Engagement

Explore LinkedIn, Twitter, and other active social profiles.

Identify Top Competitors

Identify top competitors based on similar business traits.

Research and Discover Companies with Highperformr — Smarter, Faster

Explore companies in depth — from the tech they use to recent funding, hiring trends, and buyer signals — all in one powerful view.

Highperformr AI helps you surface the right accounts and enrich your CRM with verified company and contact insights, so your teams can prioritize and engage faster.

  • Track intent signals to find buyers who are actively in-market
  • Enrich contacts and companies instantly, no need to switch tools
  • Automate workflows to stay ahead of every change
  • Connect your CRM & tools for seamless data sync and activation

Thousands of companies, including Johnson Investment Counsel, are just a search away.