James Johnson has held the title Member at CPA Asset Management Group since October 2025, is not listed as a control person, but directly owns under 5% of the firm.
CPA Asset Management Group, LLC is a West Palm Beach, FL firm with $619M under management, 168 clients and 5 advisers in one office, as of its February 2026 filing.
- Blue Ocean CapitalCurrent– present · 23 yearsWest Palm Beach, FL · Adviser representative · Firm CRD 107833
Investment adviser representative registrations
James Johnson is registered as an investment adviser representative in Florida, since March 2003.
- FloridaSince 6 March 2003
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 December 2002 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- James Wesley Johnson
- CRD
- 4632560
- Firm
- CPA Asset Management Group · CRD 107833
- Role
- Member
- Office
- 501 SOUTH FLAGLER DRIVE, SUITE 220, West Palm Beach, FL 33401
- Registration
- Investment adviser registration
- In the industry since
- March 2003
- Disciplinary history
- Not yet shown here · SEC record
Where does James Johnson work?
James Johnson has held the title Member at CPA Asset Management Group, LLC since October 2025.
Is James Johnson a financial advisor?
Yes. James Johnson has a current investment-adviser registration in Florida, through CPA Asset Management Group since March 2003.
How many years of experience does James Johnson have?
James Johnson has 23 years in the financial industry, since March 2003, across 1 adviser firm.
What exams has James Johnson passed?
James Johnson passed the Series 65 in December 2002.
Where is James Johnson based?
James Johnson’s registered office is in West Palm Beach, FL.
Is James Johnson registered with FINRA?
No. James Johnson has no current broker registration.
How can I verify James Johnson’s record?
Search CRD 4632560 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Johnson’s full registration record.
