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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Johnson is a financial advisor with LPL Financial LLC. Jason has been in the industry since April 1998, and he has extensive experience providing a variety of services to individuals, businesses, and institutions. Jason's expertise includes investment management, financial planning, retirement planning, and insurance. He is committed to helping clients achieve their financial goals, and he takes a personalized approach to financial advising. Prior to joining LPL Financial, Jason worked at Ameriprise Financial Services, LLC and IDS Life Insurance Company. Jason is registered to provide investment advice in several states, including Idaho, Texas, and Washington. He is also a Series 7 and Series 65 licensed representative.
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.
Consulting and other non-discretionary advisory services
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.
1
2
ID
06/30/2023 - Present
LPL Financial LLC (COEUR D'ALENE ID)
WA
04/02/1998 - 07/05/2023
AMERIPRISE FINANCIAL SERVICES, LLC (KENNEWICK WA)
MN
04/02/1998 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 03/12/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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