Investment Management
The J.O. Johnson Group Inc. has selected Charles Schwab & Co., Inc. as primary custodian for our clients’ accounts.
Schwab Advisor Services, which includes the custody, trading and support services of Charles Schwab & Co., Inc. (“Schwab”), is the leading provider of those services to independent investment advisors.
The J.O. Johnson Group Inc. will create a customized investment plan with your goals and values in mind. Our client’s needs come first and we offer our management services to our clients with full transparency.
About The Charles Schwab Corporation
The Charles Schwab Corporation is one of the nation’s leading providers of financial services. Through their operating subsidiaries, they provide securities brokerage, money management and financial advisory services to individual investors, independent investment advisors, and corporate and retirement plan sponsors and participants. The Charles Schwab Corporation is financially stable, and they are committed to their continued financial health. Their capital structure and liquidity are sound, and their internal controls and business standards are designed to keep client assets safe. They maintain a disciplined focus on risk management and strive to operate the firm conservatively to minimize investment risks. They know that their success ultimately depends on how they serve all of their clients and their confidence in Schwab. Page 4 of 5 (Updated March 2022) Charles Schwab & Co., Inc. Member SIPC (1018-84G) Financial results and more information about The Charles Schwab Corporation’s business and financial condition can be viewed at any time at www.aboutschwab.com.
Investment Products
Mutual Funds
ETFS
Index Funds
Stocks
College Funds
Options
Bonds, CDs & Fixed Income
