Carl JohnsonCarl Johnson, AIF®Vice President, Retirement Plan Consultatnt
About Carl
Carl Johnson is a Vice President and Retirement Plan Consultant at J.P. Morgan Wealth Management.
As a member of the Retirement Plan Consulting team, Carl provides leadership and guidance to the firm's clients and Advisors on a wide array of retirement planning topics, assisting them in establishing and managing various types of retirement plans to meet their goals and objectives. These include J.P. Morgan's extensive offerings, spanning 401(k), 403(b), 457, SEP IRA, and both traditional and cash balance defined benefit plans.
Carl has over a decade of retirement plan experience in the financial services industry. Before joining the Retirement Plan Consulting team at J.P. Morgan in 2021, he supported Financial Advisors and their clients in defined contribution and individual retirement plans at Oppenheimer & Co. Inc.
Carl earned a B.S. in Finance from St. John's University. He holds the Accredited Investment Fiduciary® designation and the FINRA Series 7 and 66 securities licenses.
Originally from Connecticut, Carl resides on Manhattan's Upper East Side. In his free time, he enjoys hiking, mountain biking, skiing and spending time on the beach.
Fi360 Inc. owns and awards the certification marks "AIF^®" and "Accredited Investment Fiduciary®^". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.
Insights
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February 26, 2026Maybe you’re retiring, or you’ve found another job, or perhaps you’ve become unable to work or are simply taking some time off; whatever your situation, it’s important to decide what to do with your old 401(k).Read NowBuilding a better banking relationship: Q&A with Angelena Mascilli
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February 23, 2026There are many tax code changes on the horizon that are the result of the One Big Beautiful Bill Act. Become familiar with what they are as you optimize your 2026 financial plan.Read NowWhat are Employee Stock Ownership Plans (ESOPs)?
February 23, 2026An Employee Stock Ownership Plan (ESOP) is a qualified retirement plan that provides employees with ownership interest in the company. Read more here.Read NowNavigating uncertainty: A path for business owners
February 23, 2026With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read NowWhy AI might strain the economy before it booms
February 20, 2026Artificial intelligence (AI) could suppress demand before productivity gains are felt as adoption spreads, prompting widespread job displacement.Read NowThe case against gold and why it’s wrong
February 13, 2026Delve into the factors driving gold's rally and the risks that could undermine its performance.Read Now