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 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 list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans, such as 401(k) and 403(b) plans, across the US. This is the fourth annual FT 401 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the asset management industry. Financial advisers from across the US applied for consideration, having met a set minimum of requirements. The applicants were then graded on six criteria: DC assets under management; DC plan growth rate; specialization in DC plans; years of experience; advanced industry credentials; and compliance record. There are no fees or other considerations required of advisers who apply for the FT 401. The final FT 401 represents an impressive cohort of elite advisers: the “average” adviser in this year’s FT 401 has 20 years of experience advising DC plans and advises $1.26 billion in DC plan assets. The FT 401 advisers hail from 38 states and Washington, D.C., and DC plans on average account for 81% of their practices’ total assets. The FT 401 is one in a series of rankings of top advisers developed by the FT in partnership with Ignites Research, including the FT 300 (independent RIA firms) and the FT 400 (broker-dealer advisers).
- 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.