Jeffrey G. Johnson, MBA, CFP®
President & Managing Director, Partner
Jeff is the President & Managing Director at GGM Wealth Advisors, an independent SEC Registered Investment Advisor (RIA). He is a member of the firm’s investment committee and has over 20 years of financial industry experience. Jeff leads the firm’s client focused culture, oversees wealth management operations, directs the dynamic investment strategies, and provides outsourced chief investment officer (OCIO) and advisor-guided retirement plan services.
Jeff strives to provide exceptional investment and planning services while maintaining long-term relationships with clients, based on mutual respect, a structured and disciplined process, personal communication, and performance. He coordinates with GGM’s wealth advisors and Gross Mendelsohn’s tax partners to develop and implement integrated, customized, and comprehensive investment solutions for high net worth families and individuals.
Before joining GGM in 2005, Jeff was a Portfolio Manager at Private Wealth Advisors where his responsibilities included active management of the firm’s individual stock portfolio, fixed income portfolio construction, investment research, and assistance with the firm’s market analysis and tactical asset allocation decisions. His prior experience also includes working as a risk arbitrage trader on Wall Street for Tradition-Asiel Securities and on the floor of the Philadelphia Stock Exchange (PHLX) for Penn Options and Prudential Securities.
A graduate of the College of Business and Economics at Lehigh University, Jeff holds a bachelor of science degree in finance as well as a masters of business administration. He is a Certified Financial Planner and a registered Investment Adviser Representative with a Series 65 and 63 license. As an Annapolis resident, he enjoys sailing, golfing, and spending time with his family and friends.