Jim Berendt

Portfolio Manager at Johnson Investment Counsel - White Oak, OH, US

Jim Berendt's Colleagues at Johnson Investment Counsel
Jeri Ricketts

Trustee, Johnson Investment Counsel Mutual Funds Board

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Treven Mitchell

Equity Research Associate

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Nathan Nichols

Portfolio Management Co-op

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Priya S.

Portfolio Manager Assistant

Contact Priya S.

Rebecca Desch

Senior Marketing Associate

Contact Rebecca Desch

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Jim Berendt's Contact Details
HQ
800-541-0170
Location
Cincinnati,Ohio,United States
Company
Johnson Investment Counsel
Jim Berendt's Company Details

Johnson Investment Counsel

White Oak, OH, US • 100 - 249 Employees
Investment Bank/Securities Brokerage

Johnson Investment Counsel is one of the nation's largest independent RIAs, currently serving clients in 49 states. As a fee-only wealth management firm, we proudly embrace our fiduciary duty to our clients—meaning we have a legal obligation to put your interests above our own. Through Johnson Private Client Group, Johnson Trust Company, and Johnson Asset Management, we serve individuals, corporations, retirement plans, foundations, and endowments.Johnson Investment Counsel, Inc. was founded in 1965 under the principle that clients are our top priority. Our dedication to service stems from our passion to provide sophisticated solutions to our clients, partnering with them to develop long-lasting relationships that span generations. As an independent company, the owners of our firm are also employees. Instead of focusing on the expectations of external shareholders, you are working with people who have a vested interest in your success.

Wealth Management Retirement Planning Income Tax Planning Estate Planning Investment Management Goal-Based Planning Insurance Analysis Asset Management Investment Bank/Securities Brokerage Management Investment Open-ended
Details about Johnson Investment Counsel
Frequently Asked Questions about Jim Berendt
Jim Berendt currently works for Johnson Investment Counsel.
Jim Berendt's role at Johnson Investment Counsel is Portfolio Manager.
Jim Berendt's email address is ***@johnsoninv.com. To view Jim Berendt's full email address, please signup to ConnectPlex.
Jim Berendt works in the Investment Management industry.
Jim Berendt's colleagues at Johnson Investment Counsel are Lisa Oliverio, Jeri Ricketts, Treven Mitchell, Michelle McGinnis, Nathan Nichols, Priya S., Rebecca Desch and others.
Jim Berendt's phone number is 800-541-0170
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