Steve started in the financial services industry in 1979 and spent 11 years with E.F. Hutton & Company and Dean Witter. In 1990, he opened an office of Raymond James Financial Services, Inc., the independent contractor division of Raymond James Financial.
Steve’s passion for the business is reflected in providing comprehensive financial planning and wealth management services to families, business owners, corporate executives and to the accounting, legal and medical professions. Also, a major portion of his practice is providing investment advisory and consulting services to retirement plans, foundations and endowments. Steve is a member of the Raymond James Retirement Plan Advisory Council (RPAC), is a member of the Plan Sponsor Council of America (PSCA), is a member of the International Foundation of Employee Benefit Plans, and has earned his Accredited Investment Fiduciary (AIF®) designation.
Steve Johnson is a native of Huntington, West Virginia. He was active in high school sports and was selected in the 1971 Professional Baseball Draft by the Baltimore Orioles. He attended Brigham Young University where he was active in athletics as a member of the varsity baseball team. Steve graduated with his Bachelor of Science degree in business management.
Steve and his wife, Connie, reside in Highland, Utah and are the parents of four children and eight grandchildren.
- B.S., Business Management, Brigham Young University, 1976
- Pro Bono Work – Utah Arts Foundation, Ongoing
- Donor, Rose Park Elementary, Ongoing for 10 years
Credentials & Licenses:
- Accredited Investment Fiduciary® (AIF®), Awarded by fi360
Awards & Recognition
- Forbes Best-in-state Wealth Advisors 2018. The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research is based on an algorithm of qualitative criteria and quantitative data. Those advisors that are considered have a minimum of 7 years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of 21,138 advisors nominated by their firms, 2,213 received the award. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.2
- Chairman’s Council Member, Raymond James Financial Services, 2004-2017. Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating.
- Top 1200 Advisor, Barron’s Magazine, 2014, Ranked No. 5 in Utah. Winner's Circle, a Barron’s research organization, produced the rankings based on data provided by over 4,000 individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors. Among the factors considered for the rankings are assets under management, revenue that the advisors generate for their firms and the quality of their practices. Data points that relate to quality of practice include length of service, designations held, and services beyond investments offered including estates and trusts, and an evaluation of each advisor's regulatory record etc. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James.
- Research magazine “Advisor Hall of Fame,” December 2010. Candidates who pass Research Magazine's rigorous screens have served a minimum of 15 years in the industry, have acquired substantial assets under management, demonstrate superior client service and have earned recognition from their peers and the broader community for the honor they reflect on their profession. Investor experience/returns were not considered as part of this ranking. Five advisors were bestowed with this honor in 2010. The finalists were determined by the wisdom and discernment of Research Magazine's panel of four independent industry distinguished judges. This recognition may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this recognition. Research Magazine is not affiliated with Raymond James.