DFX Intelligence
Advisors
Advisors registered through Johnson Investment Counsel, Inc.About this listEvery person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations.Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
65 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Vincent L. Russell | Johnson Investment Counsel, Inc. independent RIA | Cincinnati, Oh | Dec 22, 2009 | 19 y | 1 | 2 |
| Elizabeth Riazzi Schaefer | Johnson Investment Counsel, Inc. independent RIA | Cincinnati, Oh | May 4, 2019 | 28 y | 2 | 2 |
| Joel David Siefert Chartered Financial Analyst | Johnson Investment Counsel, Inc. independent RIA | Dayton, Oh | Oct 15, 2012 | 28 y | 0 | 2 |
| M•••••• G• S••••• Certified Financial Planner, Chartered Financial Analyst | J•••••• I••••••••• C••••••• I••• independent RIA | Ponte Vedra, Fl | Mar 18, 2024 | 14 y | 1 | 3 |
| D•••• Q•••••• T••••••• Chartered Financial Analyst | J•••••• I••••••••• C••••••• I••• independent RIA | Cincinnati, Oh | Mar 12, 2019 | 13 y | 0 | 1 |
| M•••••• R• T••• Certified Financial Planner, Chartered Financial Analyst | J•••••• I••••••••• C••••••• I••• independent RIA | Cincinnati, Oh | Sep 22, 2019 | 10 y | 0 | 2 |
| C••••••••• A•••••• T•••••••• Certified Financial Planner | J•••••• I••••••••• C••••••• I••• independent RIA | Cincinnati, Oh | Sep 5, 2018 | 26 y | 0 | 2 |
| C••••••••• A•••••••• V••••••••• | J•••••• I••••••••• C••••••• I••• independent RIA | Cincinnati, Oh | Sep 2, 2025 | 18 y | 5 | 2 |
| A•••••••• M•••••• W•••• Certified Financial Planner | J•••••• I••••••••• C••••••• I••• independent RIA | Cincinnati, Oh | Apr 19, 2022 | 10 y | 0 | 2 |
| J••••• P•••• W•••• Certified Financial Planner, Chartered Financial Analyst | J•••••• I••••••••• C••••••• I••• independent RIA | Cincinnati, Oh | Mar 1, 2021 | 10 y | 0 | 1 |
| J•••• M•••••• W••••••• Certified Financial Planner | J•••••• I••••••••• C••••••• I••• independent RIA | Independence , Oh | May 8, 2020 | 13 y | 3 | 2 |
| G••••• W••• Chartered Financial Analyst | J•••••• I••••••••• C••••••• I••• independent RIA | Cincinnati, Oh | Jun 11, 2014 | 20 y | 1 | 1 |
| M•••••• S•••• W•••••• Certified Financial Planner, Chartered Financial Analyst | J•••••• I••••••••• C••••••• I••• independent RIA | Cincinnati, Oh | Oct 23, 2014 | 11 y | 0 | 2 |
| M•••••• J•••• Y••• Certified Financial Planner, Chartered Financial Analyst | J•••••• I••••••••• C••••••• I••• independent RIA | Cincinnati, Oh | Nov 25, 2013 | 19 y | 1 | 1 |
| B•••••• A• Z•••••• Chartered Financial Analyst | J•••••• I••••••••• C••••••• I••• independent RIA | Cincinnati, Oh | Mar 12, 2019 | 16 y | 1 | 1 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
Page 2 of 2Previous