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RIA / WealthAdvisorCertified Financial Planner27 years in industry

JOEL JOHNSON

Advisor at JPL WEALTH MANAGEMENT, LLC

Highlands Ranch, CO

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Search this name across graphsid dfx:ria:fa3f13b3-12f2-ac6f-d3ec-08366dc40823

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Apr 8, 2004 to Sep 14, 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: JPL WEALTH MANAGEMENT, LLC
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: Dec 7, 1998earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S66|S65
First exam: Dec 7, 1998
First registration: Apr 8, 2004
Dual registered: no
Other names: JOEL GREGORY JOHNSON
IAPD individual key: 3134733

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
JPL WEALTH MANAGEMENT, LLC	Independent wealth	Oct 23, 2023	n/a	yes	Highlands Ranch, CO	Current employment
UNITED CAPITAL FINANCIAL ADVISORS	Independent wealth	Jan 23, 2015	Nov 9, 2023	no	DENVER, CO\|SCOTTSDALE, AZ\|SCOTTSDALE, AZ\|DENVER, CO	Previous registration
CAPITAL INVESTMENT COUNSEL INC	Former SEC adviser	Oct 15, 2012	Jan 23, 2015	no	HOUSTON, TX	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Aug 25, 2009	Oct 19, 2012	no	DENVER, CO	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Aug 25, 2009	Oct 19, 2012	no	Denver, CO	Previous registration
REACTION FINANCIAL GROUP, LLC	n/a	May 22, 2009	Sep 21, 2009	no	PLANO, TX	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Feb 6, 2009	Apr 20, 2009	no	PLANO, TX\|FRISCO, TX\|SAN DIEGO, CA	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Apr 8, 2004	Feb 19, 2009	no	Schaumburg, IL\|SCHAUMBURG, IL\|Plano, TX	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
UNITED CAPITAL FINANCIAL ADVISORS	JPL WEALTH MANAGEMENT, LLC	Nov 9, 2023	Oct 23, 2023	-17	Firm change	RIA to new firm
CAPITAL INVESTMENT COUNSEL INC	UNITED CAPITAL FINANCIAL ADVISORS	Jan 23, 2015	Jan 23, 2015	0	Firm change	Other
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Oct 19, 2012	Aug 25, 2009	-1,151	Firm change after gap	Other
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Oct 19, 2012	Aug 25, 2009	-1,151	Channel change	Other
REACTION FINANCIAL GROUP, LLC	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Sep 21, 2009	Aug 25, 2009	-27	Firm change	Other
LPL FINANCIAL LLC	REACTION FINANCIAL GROUP, LLC	Apr 20, 2009	May 22, 2009	32	Firm change	Other
CHARLES SCHWAB & CO., INC.	LPL FINANCIAL LLC	Feb 19, 2009	Feb 6, 2009	-13	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
134600:328474:CO:2023-11-09	Nov 9, 2023	Oct 23, 2023	DENVER, CO	Firm change
106966:134600:TX:2015-01-23	Jan 23, 2015	Jan 23, 2015	HOUSTON, TX	Firm change

Relationships

Registered with (8)

→ JPL WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Oct 23, 2023 to presentfactForm ADV
→ UNITED CAPITAL FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Jan 23, 2015 to Nov 9, 2023factForm ADV
→ CAPITAL INVESTMENT COUNSEL INCRegistered adviserregistration: previous registration
Oct 15, 2012 to Jan 23, 2015factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Aug 25, 2009 to Oct 19, 2012factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Aug 25, 2009 to Oct 19, 2012factForm ADV
→ REACTION FINANCIAL GROUP, LLCRegistered adviserregistration: previous registration
May 22, 2009 to Sep 21, 2009factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Feb 6, 2009 to Apr 20, 2009factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Apr 8, 2004 to Feb 19, 2009factForm ADV

Dated events

Occurred
Nov 9, 2023
Advisor changed firm
Joel Johnson left United Capital Financial Advisors for Jpl Wealth Management, Llc (registered 2023-10-23)
Form ADVobserved 4 days ago