About JJ Advisor Group
Whether it’s developing a financial plan, implementing a needs-based insurance strategy or preparing a detailed asset allocation analysis, our mission is simple: to build lasting, meaningful relationships with our clients while helping them make more informed financial decisions.
Our founder, Jon D. Johnson, established the firm 14 years ago with trust, integrity and superior client service at it’s foundation. With the heart of a teacher, Jon takes an active role in educating clients about financial matters, including tax-advantaged investing, charitable giving and estate planning. He is dedicated to providing customized, independent and objective financial advice to our clients as they work towards financial independence.
Meet the Staff
At JJ Advisor Group, our entire staff is committed to understanding your concerns and acting as your advocates as we tailor investment solutions for all of your financial challenges and goals.
Jon D. Johnson
CIMA®, AAMS® , CMFC®, Owner
Jon is a member of a team of diversified investment advisors and a Certified Investment Management Specialist (CIMA®). He is licensed with FINRA Series 7, Series 66, and Life/Health Insurance License with a Long-Term Care certification. He holds the Accredited Asset Management Specialist (AAMS®) and the Chartered Mutual Fund Counselor (CFMC®). With over 17 years of experience in the financial planning field, he has extensive experience in asset management, financial planning, insurance, retirement planning, and assessments of 401K plans. He has served as a Dave Ramsey SmartVestor Pro, He has been honored to participate in the Cambridge Signature class of Advisors, noted to the appreciation of some of the top advisors in the company.
Jon grew up in Littleton, CO (a suburb of Denver), he received his undergraduate electrical engineering degree from Colorado School of Mines. Additionally, he is a graduate of the Chicago Booth School of Business CIMA® program. He has owned and run many small businesses and worked as middle management for some mid-sized corporations. He traveled extensively in the 1990s working for a firm that delivered gaming equipment to tribal clients (Sodak Gaming).
Jon is very active in his community. He has served in his church council as secretary and stewardship chair – at Calvary Lutheran Church (https://www.calvaryrapidcity.org/). He is also an active member of the Rushmore Rotary Club, serving as Past-President in 2013-14. He is a former Board Chair for the local Red Cross chapter. Jon has participated in multiple half marathons and a marathon, which grew out of his passion for many types of sports (backpacking, soccer, hiking, golfing, fishing). He and his wife, Tina, reside in Rapid City, SD. They have two adult children – Tyler and Kellsie – and five grandchildren.
Isaiah M. Judge
Isaiah is a Financial Advisor with JJ Advisor Group who helps clients achieve their ﬁnancial dreams by building lasting relationships and personalized plans.
Before starting his career as a ﬁnancial advisor, Isaiah worked in various roles with Wells Fargo Bank for 10 years as lead teller, assistant branch manager, personal and small business banker, and brokerage associate. He holds several licenses with FINRA including Series 7, Series 6, Series 63, 65, and Life/Health Insurance Licenses.
He is a proud resident of Rapid City for 25 years where he graduated from Rapid City Central in 2008. Isaiah is on the Board of Directors with the Red Cross, is an active member of Elevate Rapid City Chamber of Commerce, and generously volunteers with Feeding South Dakota.
When he is not meeting with clients, Isaiah can be found ﬁshing or hunting. He is a devoted husband to his beautiful wife, Kellsie, and father to 2 adorable children, Charlotte and Dominic.
Administrative Assistant/Office Manager
Carol joined JJ Advisor Group in September 2020. She brings with her a wide array of experience, beginning her career 22 years ago in Chicago as an administrative assistant for a financial advisor. She left the workforce to be at home with her children and returned in 2012 as a trainer for the Illinois Tollway Call Center. A job change for her husband brought Carol to New York City, where she worked as an office manager for a research publishing company that provided style sheets to the financial services industry. In her role at JJ Advisor Group, she is the first line of contact and oversees office operations, being a bridge between our advisors and clients. Her goal is to provide our clients with the best possible service by building and maintaining trusted relationships.
In early 2019, Carol and her husband Paul moved to Rapid City, SD. They enjoy spending time with their three grown children, son-in-law, and three grandchildren. Carol and Paul attend St. Paul’s Lutheran Church, and in their free time, they enjoy traveling and camping.
Carol is a paraplanner who helps plan and navigate clients’ goals and financial futures. Sheholds the Financial Paraplanner Qualified Professional (FPQP®) accreditation, bringing a deeper level of knowledge to our client’s financial plans.
Before starting as a paraplanner, Carol worked as the administrative assistant for Jon Johnson. She has been in the finance industry for eleven years in many roles, including teller coordinator, customer service specialist, and detection specialist in financial investigations. After a successful career in financial support roles, Carol now assists Jon in planning for client financial needs. Her goal is to help clients achieve their financial targets while making their money work best for them and providing exceptional customer service.
Carol enjoys traveling, gardening, and reading in her spare time. She is a proud military spouse and currently lives in Rapid City with her husband and 15-year-old daughter.
Fiduciary Advisory Solutions
A fiduciary duty is the highest standard of care for clients.
Providing a roadmap to achieving your financial goals.
Investment Planning and Management
Customized investment strategies based on your individual circumstances.
Socially Responsible Investment Strategies
Aligning your personal values (social, environmental, biblical) with your investment objectives.
Evaluating current and future insurance needs and optimizing coverage.
Enabling you to successfully provide for your own future.
Preservation of wealth from generation to generation.
Long-term Care Planning
Ensuring that you and your heirs are well cared-for.
Financial Literacy workshops and seminars
Training and education opportunities to keep you informed and updated.
Access Your Personal Accounts
A compilation of helpful links, articles, and information designed to educate and empower our clients
Recent Blog Post
Approximately 157 million Americans are covered by employer-sponsored health insurance. From 2010 to 2020, premiums increased much faster than the rate of general inflation, although the increase has slowed somewhat in recent years. Employers absorbed the largest share of the premium increases, and the percentage paid by workers dropped over the period. However, workers are paying additional costs in the form of higher deductibles and other out-of-pocket expenses.