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Jason Farler

Director/Board Member/Owner at Johnson Investment Counsel

Investment adviser registrationCincinnati, OHSEC record checked 17 October 2026

18
Years in the industry
18
Years at the firm
1
Adviser firms
2
State registrations

IAPD record retrieved 17 October 2026SEC record

Jason Farler is Director/Board Member/Owner of Johnson Investment Counsel, Inc., a Cincinnati investment adviser managing $23B. Jason Farler has been registered through Johnson Investment Counsel since 12 March 2008, has 18 years in the industry across 1 firm and has passed the Series 7 and Series 63.

Role at Johnson Investment Counsel

Title on Schedule A
Director/Board Member/Owner
Control
Jason Farler is a control person of Johnson Investment Counsel.
Ownership
An individual ownership band is not available in the source record.
Tenure
Jason Farler has held the filed role since March 2025.

The firm

Johnson Investment Counsel, Inc.
Cincinnati, OH

Form ADV filed 19 May 2026

$23B AUM5,470 clients76 advisers6 offices

Career on record

Jason Farler has been registered through Johnson Investment Counsel since March 2008.

Firms and exams, newest first
  1. Johnson Investment Counsel, Inc.Current
    – present · 19 years
    Cincinnati, OH · Adviser representative · Firm CRD 117054
  2. Passed Series 63 · 2006
  3. Passed Series 7 · 2000

Registrations and exams

Jason Farler has a current investment-adviser registration in Ohio and Texas and has passed 2 qualifying exams.

Ohio12 March 2008
Scope
Investment adviser representative
Status
Approved
Texas20 October 2014
Scope
Investment adviser representative
Status
Approved

Examinations

Series 6314 August 2006
Name
Uniform Securities Agent State Law Examination
Series 72 August 2000
Name
General Securities Representative Examination

Individual record

Full name
Jason Miguel Farler
CRD
4224912
Firm
Johnson Investment Counsel, Inc.
Registration status
Investment adviser registration
Office
5577 MONTGOMERY RD., SUITE 400 , Cincinnati, OH 45236
Firm bio
johnsoninv.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

The official firm page lists Jason as Senior Managing Director of Johnson Family Office Services. Official firm biography/team page

Common questions

Where does Jason Farler work?

Jason Farler has been Director/Board Member/Owner of Johnson Investment Counsel, Inc. since March 2025, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 19 May 2026

Is Jason Farler a financial advisor?

Yes. Jason Farler has a current investment-adviser registration in Ohio and Texas, through Johnson Investment Counsel since March 2008, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

How many years of experience does Jason Farler have?

Jason Farler has worked in the financial industry for 18 years as of 17 October 2026, counted from 11 March 2008, across 1 adviser firm.

Source: IAPD individual record, checked 17 October 2026

What exams has Jason Farler passed?

Jason Farler has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in August 2000.

Source: IAPD individual record, checked 17 October 2026

Where is Jason Farler based?

Jason Farler’s registered office is in Cincinnati, OH.

Source: IAPD individual record, checked 17 October 2026

Leadership at Johnson Investment Counsel

Sources

  1. IAPD individual record, CRD 4224912. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Johnson Investment Counsel, Inc., filed 19 May 2026. Title, control and ownership bands.
  3. Johnson Investment Counsel team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Jason Farler or Johnson Investment Counsel, Inc. and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.