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 Look for us in the December 2011 issue of Forbes magazine! Click here to view the article
 
Look for Johnson Bender & Company in the September 2011 issue of Texas Monthly Magazine! Click Here to view the award.
 2009, 2010, 2011 Crescendo Services Five Star Award for Client Satisfaction Crescendo Business Services conducted independent research to find the best in client satisfaction Wealth Managers. This award is given to just 7% of all professionals within a specific industry and market area. Only wealth managers with five years of experience in the financial services industry were considered. Wealth Managers do not pay a fee to be included in the research or the final list. Next each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints as reported by FINRA (the Financial Industry Regulatory Authority) and other regulatory agencies. For additional information regarding the criteria and methodology used to determine there rankings please visit http://www.fivestarprofessional.com/fiveStarAssets/pdfs/GenericResearchWM.pdf Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be constued as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
 JBC recently has been notified that our firm has been included in the 2010 Financial Advisor Top Registered Investment Advisor Ranking! Financial Advisors are nationally distributed, financial-services trade publications. Each publication independently bases its selections on assets under management, years in business, growth, ethical conduct, productivity and services offered. Most of the participating firms rank among the largest and most established in their industry. The rankings are culled from more than 407 participants who completed the Wealth Manager survey and are asset based on assets under management, growth, productivity and client size. The research is independent and portfolio performance is not a factor. These rankings and awards may not be indicative of future performance. Working with a highly ranked advisor does not ensure that a client or prospective client will experience a certain level of performance or results. These rankings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
We have been recognized by Google as being a "Favorite Place" Click Here to read more!
Look for us in the May 2010 issue of Forbes Magazine! Click Here to view the article.
 Click here to listen to Sr. Vice President Dan Bender's Wealth Management interview on the BusinessMakers Radio Talk Show
Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Please note that individual situations can vary. Therefore, the information presented here should only be relied upon when coordinated with individual professional advice.
If converting a Traditional IRA to a Roth IRA, you will owe ordinary income taxes on any previously deducted Traditional IRA contributions and on all earnings. A conversion may place you in a higher tax bracket than you are in now. Because Roth IRA conversions may not be appropriate for all investors and individual situations vary we suggest that you discuss tax issues with a qualified tax advisor. A Roth IRA distribution is qualified if you've had the account for at least five years and/or the distribution is made after you've reached age 59½, because of your total and permanent disability, in the event of your death or for first-time homebuyer expenses.
2009 Barron's List - The Top 1,000 Advisors Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
The “Barron’s Winner’s Circle Top 1000” is a select group of individuals who are screened on a number of different criteria. Among the factors that advisors are assessed include their assets under management, revenues, the quality of service provided to clients, and their adherence to high standards of industry regulatory compliance. Portfolio performance is not a factor. Please see www.wcorg.com for more information.
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