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Jacob Robert Johnston

Advisors Asset Management, Inc.

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About Jacob Robert Johnston

Jacob Johnston is an investment advisor representative with Advisors Asset Management, Inc. Jacob Johnston is registered with both FINRA and the state of Illinois. Jacob Johnston has been in the securities industry since April 27, 2008. Jacob Johnston has passed the Series 7, Series 66, Series 24 and Series 79TO exams and holds the SIE designation. Jacob Johnston is located in Lisle, Illinois and provides financial planning and portfolio management services to high net worth individuals, corporations, investment companies, and other investment advisors.

Firm Information

Jacob Johnston is currently registered with Advisors Asset Management, Inc.. Advisors Asset Management, Inc. is a corporation formed in 2008 and headquartered in Monument, Colorado. The firm provides investment advisory services to individuals, businesses, and pooled investment vehicles. They specialize in portfolio management and serve a wide range of clients including individuals, corporations, investment companies, pension plans, and other investment advisors. The firm is registered with the SEC and in all 50 states and the District of Columbia. Their website and social media presence provide access to their services and resources.
Advisors Asset Management, Inc.

18925 BASE CAMP ROAD

MONUMENT, CO 80132

$3.85B

Assets Under Management

Not reported

Total Clients

185

Total Financial Advisors

Services Offered

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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supervisor/evaluator to unit investment trusts

Supervisor/evaluator to unit investment trusts

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jacob Johnston’s Registration & Firm History

IL

10/26/2009 - Present

Advisors Asset Management, Inc. (LISLE IL)

IL

01/17/2008 - 07/16/2009

ADVISORS ASSET MANAGEMENT, INC. (WILLOWBROOK IL)

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Licenses & Designations

BOTH

Issued 05/08/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/22/2014

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/16/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jacob Robert Johnston.
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