Jeffrey M. Johnson
CFP®, CKA®
Jeff Johnson, CFP® is a Certified Financial Planner® who helps individuals and families make informed financial decisions with confidence. With a focus on comprehensive, goal-based planning, Jeff provides guidance in investment management, retirement planning, tax-efficient strategies, and long-term wealth planning.
As a fiduciary, Jeff is committed to always acting in clients' best interests. Every financial plan is tailored to the client's unique goals, values, and life circumstances, ensuring strategies remain practical, transparent, and aligned with what matters most. Known for a clear and straightforward approach, Jeff works closely with clients to simplify complex financial topics and create actionable plans that evolve as life changes.Whether preparing for retirement, navigating major life transitions, or building long-term financial resources, Jeff is dedicated to serving as your professional financial partner.
Jeff earned the CFP® designation through extensive education and training in financial planning, investments, ethics, risk management, tax planning, and estate planning. He is also an active member of the Financial Planning Association. He holds Series 7 and 63 securities registrations with LPL Financial. Jeff is also a 1994 graduate of the United States Air Force Academy where he earned a Bachelor of Science Degree in General Engineering. He earned a Master of Arts in National Security Studies from American Military University in 2007.
Originally from Macon, Ga, Jeff and his beautiful wife Angela have made the Gulf Coast home since 2009. They have two adult daughters.
Jeff remains active in the community by serving as a mentor for veteran's court, volunteering in the Okaloosa County Correctional Institute, and working as a Deacon in his local church. He enjoys spending time with family and friends, making violent swings at a little white golf ball, and strumming on the ukulele.
Securities offered through LPL Financial, member FINRA/SIPC.
Investment advice offered through Private Advisor Group, a Registered Investment Advisor.
Private Advisor Group and Polaris Wealth Management are separate entities from LPL Financial.
Licenses Held: 07, 63
Registered for Securities in the following states: AL, FL, GA, LA, NC
Registered as IAR in the following states: FL