Highland’s primary owner and CEO, John Christianson, also owns JC Christianson, Inc. The entity provides wealth and life coaching, and also supports John’s public speaking and writing endeavors.
JC Christianson does not provide financial services. While coaching services involve financial matters, such as clarifying values around money, and the purpose of money in a meaningful life, coaching is not investment advice and is outside the scope of Highland’s investment advisory services.
Where appropriate, Highland may refer clients to JC Christianson. When Highland clients enter into a coaching agreement, JC Christianson, and John as that firm’s owner, will receive additional compensation as a result of the referral. Highland does not, however, receive referral fees or share in coaching fees. Similarly, JC Christianson may refer coaching clients who do not have an investment advisor to Highland.
Neither JC Christianson nor John Christianson will receive payment for the referral but if the coaching client also becomes a Highland client, John Christianson will benefit from the referral as the owner of Highland.