This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

JOHNSON WEALTH INC.

Current firm class

mixed wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Dec 20, 2022

First registration

Dec 21, 2022

Dual registered

no

Other names

Trey Grassl

IAPD individual key

7588793

• Occurred

  Dec 12, 2025
  Advisor changed firm

  James Lloyd Grassl left Charles Schwab & Co., Inc. for Johnson Wealth Inc. (registered 2025-12-16)

  Form ADVobserved 4 days ago
• Occurred

  Feb 29, 2024
  Advisor changed firm

  James Lloyd Grassl left Ameriprise Financial Services, Llc for Charles Schwab & Co., Inc. (registered 2024-03-29)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ae2a136a-a44f-0d3d-af25-268162d769aa

First observed

Dec 21, 2022

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.