James Michael Johnston
Financial advisor at Alphacore Capital LLC · La Jolla, CA
Last updated 2026-10-10
Claim your profileJames Michael Johnston is a financial advisor at Alphacore Capital LLC in La Jolla, CA, CRD 601795. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 1999-01-01.
Registration
- CRD number
- 601795
- Registration status
- Active
- IAPD registration
- 1999-01-01
- Industry Experience
- 27 years
- Work Experience
- 37 years
- States registered
- CO, OK
Licenses and exams
- Series 63
- Series 65
Work history
- 1989-01 to 2023-06 · James M. Johnston & Associates, Inc. · Denver, CO
- 2005-01 to Present · Jmj Consulting Inc · Denver, CO
- 2023-04 to Present · Alphacore Capital LLC · La Jolla, CA
Current employment
- Alphacore Capital LLC · La Jolla, CA
Alphacore Capital LLC
- Regulatory AUM
- $12,959,408,390
- Registered advisors
- 69
- Offices
- 32
- Clients per advisor
- 58.9 (Moderate)
- Average AUM per client
- $3.2M (Low)
- High-net-worth client ratio
- 54.3% (High)
Alphacore Capital LLC: advisors, services and reported ETF investments
About
James Michael Johnston is a financial advisor at Alphacore Capital LLC in La Jolla, CA. Reported securities licenses include Series 63 and Series 65. The latest record indicates 27 years of industry experience and 37 years of reported work history. Reported roles include Jmj Consulting Inc, James M. Johnston & Associates, Inc..
SEC disclosures list additional business and community activities: Jmj Consulting; Investment Related; 4500 Cherry Creek Drive South Ste: 1070, glendale co 80246; insurance and tax planning; president since 7/19/76; mr; Johnston may spend up to 40 hours a week on this business during business hours; insurance, tax and estate planning for consulting fees and insurance commissions.
Alphacore Capital LLC's firm-level Form ADV reports 69 advisors across 32 offices; approximately 58.9 clients per advisor, average assets per client of $3,188,046, and regulatory AUM of $13B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pooled investment vehicles, Pension and profit-sharing plans, Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services.
PortfolioFuture's firm-level 13F analysis covers $3.5B across 519 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to James Michael Johnston personally.
Reported ETF positions
Alphacore Capital reports 519 ETF positions worth $3.5B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VV — Vanguard Morningstar Large-Cap ETF | $151.6M |
| SCHB — Schwab U.S. Broad Market ETF | $151.6M |
| RSP — Invesco S&P 500 Equal Weight ETF | $141M |
| SPDW — State Street SPDR Portfolio Developed World ex-US ETF | $119.8M |
| IXUS — iShares Core MSCI Total International Stock ETF | $91.3M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Alphacore Capital's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $1.3M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | MGC — Vanguard Morningstar Mega Cap ETF | $16.2M | Top 99.7% | Addressable AUM $12.8T · Peer conviction 79.0% |
| Residual Alpha | FNDX — Schwab Fundamental U.S. Large Company ETF | $90.9M | Top 99.5% | Residual alpha +2.49% · Residual Sharpe 0.14 |
| Diversification Benefits | IALT — iShares Systematic Alternatives Active ETF | $2M | Top 99.4% | Replicability (R²) 33.8% · Residual Sharpe 1.52 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Alphacore Capital LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pooled Investment Vehicles
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Accountant or Accounting Firm
- Sells Non-Advisory Products or Services
- Other Investment Adviser (Incl. Financial
- Accountant or Accounting Firm
- Insurance Company or Agency
- Sponsor or GP of Pooled Investment Vehicl
- Adviser to Any Private Fund
Location
1200 Prospect St, La Jolla, CA 92037
69 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 858-875-4100
- Website: alphacore.com
- Youtube
Official record
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