Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jami? Claim Your ProfileJami Kay Johnson is a financial advisor with over 17 years of experience in the financial services industry. Jami is currently registered with Cambridge Investment Research Advisors, Inc. in West Des Moines, Iowa and previously held registrations with Principal Securities, Inc. and Securities America, Inc. Jami has experience providing financial planning, portfolio management, and investment advice to individuals, families, and businesses. Jami holds the Series 7, 6, 63, 65, and 24 licenses and is a member of the Financial Industry Regulatory Authority (FINRA). Jami is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
Solicitation fees from 3rd party money managers
1
2
IA
10/16/2023 - Present
Cambridge Investment Research Advisors, Inc. (West Des Moines IA)
IA
08/24/2012 - 12/01/2021
PRINCIPAL SECURITIES, INC. (DES MOINES IA)
IA
02/05/2008 - 08/17/2012
SECURITIES AMERICA, INC. (WEST DES MOINES IA)
IA
07/27/2004 - 02/08/2008
1717 CAPITAL MANAGEMENT COMPANY (WEST DES MOINES IA)
BC
Issued 02/12/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/25/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/2022
Series 24 - General Securities Principal Examination
BC
Issued 12/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/07/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2013
Series 7 - General Securities Representative Examination
BC
Issued 07/26/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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