Invested Better
Unclaimed

Unclaimed

Unclaimed

James Michael Johnson

EFS Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you James? Claim Your Profile

About James Michael Johnson

James Michael Johnson has been in the financial services industry since February 15, 1994. James Michael Johnson is currently registered with EFS Advisors and Advanced Advisor Group, LLC. James Michael Johnson is a registered representative in Colorado, Iowa, Minnesota, and Wisconsin. James Michael Johnson has passed the Series 6, Series 63, and SIE exams. James Michael Johnson has worked for several firms including Great American Advisors, Inc., PMG Securities Corporation, Investors Brokerage Services, Inc., Nationwide Investment Services Corporation, and Nationwide Advisory Services, Inc. James Michael Johnson specializes in working with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit sharing plans, and charitable organizations.

Firm Information

James Johnson is currently registered with EFS Advisors. EFS Advisors is an investment advisor headquartered in Cambridge, Minnesota. With over $2 billion in assets under management, the firm provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, corporations, and institutions, including pension plans, charitable organizations, and insurance companies. EFS Advisors has over 50 licensed agents and investment advisor representatives. They offer a range of services, including portfolio management, financial planning, and pension consulting. The firm also publishes periodicals and conducts educational seminars. EFS Advisors is a registered investment advisor with the SEC.
EFS Advisors

1995 EAST RUM RIVER DRIVE S

CAMBRIDGE, MN 55008

$2.04B

Assets Under Management

Not reported

Total Clients

55

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

James Johnson’s Registration & Firm History

MN

01/15/2014 - Present

EFS Advisors (CAMBRIDGE MN)

OH

02/15/2005 - 10/09/2006

GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)

IL

08/01/2000 - 02/15/2005

PMG SECURITIES CORPORATION (ELGIN IL)

IL

02/16/1994 - 08/01/2000

INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)

OH

07/01/1996 - 09/28/1999

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

OH

07/12/1994 - 07/01/1996

NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)

Not sure if James Michael Johnson is right for you?

Licenses & Designations

BC

Issued 04/22/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/19/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Michael Johnson.
Not sure if James Michael Johnson is right for you?