Lee Johnson joined Raymond James as an advisor in 2003. He is a Registered Investment Advisor and an Accredited Investment Fiduciary, enabling him to work with clients on their personal financial goals as well as company retirement plans. He was recognized by Forbes Magazine in 2018 as one of the “Top Next-Generation Wealth Advisors”. Lee is also a member of the Raymond James Technology Advisory Council, offering feedback and helping to shape the technological services so crucial to clients today. Lee received his Bachelor’s degree in economics from Brigham Young University.
Lee served a mission for the Church of Jesus Christ of Latter Day Saints, living in Lithuania for two years. He speaks Lithuanian fluently and has assisted in the translation of several books as well as live translation of events which have been broadcast around the world.
Lee is married to Mindy Johnson and they are the parents of two amazing children.
SHOOK Research considered advisors born in 1980 or later with a minimum 4 years relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Out of 5,832 advisors considered, 1000 made the final list in 2018.