Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cody? Claim Your ProfileCody Johnson is a financial advisor with Raymond James Financial Services Advisors, Inc. Cody has been a registered representative since 2005 and holds Series 63, 66, 7, 9, 10 and SIE licenses. Cody specializes in providing financial advice to high-net-worth individuals, businesses, insurance companies, and charitable organizations. In addition to offering investment management services, Cody also provides financial planning, pension consulting, educational seminars, and selection of other advisors. Cody is a Certified Financial Planner and is the sole trustee/president/shareholder of Highpoint Wealth Management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
UT
07/27/2009 - Present
Raymond James Financial Services Advisors, Inc. (Salt Lake City UT)
UT
06/07/2005 - 07/24/2009
EDWARD JONES (SALT LAKE CITY UT)
BOTH
Issued 02/28/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/09/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/11/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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