DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner13 years in industry

JAMES MICHAEL WINELAND

Advisor at JOHNSON INVESTMENT COUNSEL, INC.

INDEPENDENCE , OH | CINCINNATI, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ea24347a-ca0e-f480-d4cd-77ecc796a0e6

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:22 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: May 1, 2013 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: JOHNSON INVESTMENT COUNSEL, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 30, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Apr 30, 2013
First registration: May 1, 2013
Dual registered: no
Other names: JAMEY WINELAND
IAPD individual key: 5941019

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
JOHNSON INVESTMENT COUNSEL, INC.	Independent wealth	May 8, 2020	n/a	yes	CINCINNATI, OH\|INDEPENDENCE , OH	Current employment
BOYD WATTERSON ASSET MANAGEMENT, LLC	Other adviser	Feb 27, 2018	Jan 28, 2020	no	Cleveland, OH	Previous registration
PNC CAPITAL ADVISORS LLC	Other adviser	May 13, 2015	Jan 3, 2018	no	CLEVELAND, OH	Previous registration
PNC WEALTH MANAGEMENT	Bd affiliated wealth	May 1, 2013	Apr 9, 2015	no	CLEVELAND, OH\|CLEVELAND, OH\|PITTSBURGH, PA\|CLEVELAND, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BOYD WATTERSON ASSET MANAGEMENT, LLC	JOHNSON INVESTMENT COUNSEL, INC.	Jan 28, 2020	May 8, 2020	101	Firm change	Other
PNC CAPITAL ADVISORS LLC	BOYD WATTERSON ASSET MANAGEMENT, LLC	Jan 3, 2018	Feb 27, 2018	55	Firm change	Other
PNC WEALTH MANAGEMENT	PNC CAPITAL ADVISORS LLC	Apr 9, 2015	May 13, 2015	34	Firm change	Other

Relationships

Registered with (4)

→ JOHNSON INVESTMENT COUNSEL, INC.Registered adviserregistration: current employment
May 8, 2020 to presentfactForm ADV
→ BOYD WATTERSON ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Feb 27, 2018 to Jan 28, 2020factForm ADV
→ PNC CAPITAL ADVISORS LLCRegistered adviserregistration: previous registration
May 13, 2015 to Jan 3, 2018factForm ADV
→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
May 1, 2013 to Apr 9, 2015factForm ADV

Dated events

No dated event names this entity yet.