Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Nathan Johnsen is a registered Investment Advisor Representative with Trek Financial. Jared is also registered as an Investment Advisor Representative in Utah. Jared has over 20 years of experience in the financial services industry. Jared is a Series 6, 7, 63, and 65 licensed professional. Prior to joining Trek Financial, Jared worked for World Equity Group, Inc., AXA Advisors, LLC, and MONY Securities Corporation. Jared's current specializations include retirement planning, college planning, and estate planning. Jared is a dedicated professional who is committed to helping clients achieve their financial goals. Jared is also an insurance broker and holds outside business interests in health and disability insurance.
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.
Personalized portfolio management to meet individual financial objectives.
Consulting
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.
A percentage of the total value of assets under management is charged.
1
2
UT
01/12/2009 - Present
Trek Financial (SANDY UT)
UT
05/06/2015 - 05/15/2019
WORLD EQUITY GROUP, INC. (Salt Lake City UT)
UT
06/01/2005 - 05/20/2015
AXA ADVISORS, LLC (SALT LAKE CITY UT)
NY
01/07/1998 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
01/02/2003 - 12/02/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
IA
Issued 11/11/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2006
Series 7 - General Securities Representative Examination
BC
Issued 12/10/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Jared Johnsen is the right advisor for you? Invested Better is here to help.
