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 & Institutional Advisory Council (RPIAC), 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 Alpine, 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 12 years
Credentials & Licenses
- Accredited Investment Fiduciary® (AIF®), Awarded by fi360,
Awards & Recognition
- Steve Johnson Named to 2018 Financial Times 401 Top Retirement Advisers. September 27, 2018 – Steve Johnson is pleased to announce that he has been named to the 2018 edition of the Financial Times 401 Top Retirement Advisers. The Financial Times FT 401 Top Retirement Advisers award had 401 of the 678 advisor applicants being recognized as a Top Retirement Adviser. The FT asked large U.S. brokerages, independent advisors, and other wealth managers to identify qualified Direct Contribution (DC) plan advisor applicants. They partnered in research with Broadridge Financial Solutions who provided data from its proprietary databases that helped identify advisors who specialize in serving DC plans, including 401k, pensions and other DC accounts. Advisors have on average 81% of their total client assets in DC plans. Qualifying advisors filled out an online application and questionnaire that gave the FT more information about their practices. The FT augmented that information with their own research on the candidates, including data from regulatory filings. The FT generated an internal score for each applicant based on six primary factors: DC plan assets under management, DC plan AUM growth rate, DC plan growth rate, experience advising DC plans, the advisor's industry certifications (CFP, etc.), compliance record, and degree to which advisor specializes in the DC business. Roughly 80 to 85 percent of the final score is based on DC plan AUM and growth in the DC plan business (measured by plan numbers and plan assets). Additionally, to provide a diversity of advisors, the FT places a cap on the number of advisors from any one state that's roughly correlated to the distribution of millionaires across the U.S. Neither the firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 401 list. Inclusion on the FT 401 Top Retirement Adviser list is no guarantee as to future investment success. The award is not representative of any one client's experience, and is not an endorsement, and is not indicative of advisor's future performance. Raymond James is not affiliated with the Financial Times.
- Forbes Best-in-state Wealth Advisors 2018, 2019, and 2020. The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, 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 approximately 32,000 nominations, more than 4,000 advisors 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.
- 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. Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 4,000 individual advisors and their firms and include qualitative and quantitative criteria. Data points that relate to quality of practice include professionals with a minimum of 7 years financial services experience, acceptable compliance records (no criminal U4 issues), client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered including estates and trusts, and more. Financial Advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. 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 advisor's 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.