AdFi
JK

Justin Keith Johnson

Investment Adviser Representative at Rightoak Asset Management, LLC

Careywood, IDCRD #7960265Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Justin Keith Johnson is an investment adviser representative with Rightoak Asset Management, LLC in Careywood, ID, where they have been registered since 2025. They have worked in the securities industry since 2024 and were previously registered with Gradient Wealth Management. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Idaho and Texas.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Idaho, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 6/27/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Rightoak Asset Management, LLCCurrent
10/17/2025 – Careywood, ID
Gradient Wealth Management
7/19/2024 – 10/24/2025Sumas, WA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. State of Michigan
    May 2014 – Jan 2025Lansing, MI
  2. Dominion Protection LLC
    Jan 2024 – no end date reportedSumas, WA
  3. Gradient Securities, LLC
    Jul 2024 – Oct 2025Arden Hills, MN
  4. Rightoak Asset Management
    Oct 2025 – no end date reportedGrand Ledge, MI

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Rightoak Asset Management, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm account minimum
$250,000
Estimated blended rate
0.02

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Unknown

Client types the firm serves

Unknown

Firm assets under management

Unknown

Firm disclosures (Form ADV)
Unknown

Source: firm Form ADV filing

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Justin Keith Johnson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Justin Keith Johnson (Rightoak Asset Management)