Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Johnson is a financial advisor with LPL Financial LLC. Jeffery has been in the financial industry since April 2010. Jeffery holds the Series 66, Series 7, and SIE licenses. Jeffery has been registered with the state of Illinois since August 2011. Jeffery has previously worked at Morgan Stanley Smith Barney. Jeffery specializes in providing financial advice to individuals, high-net-worth individuals, corporations, and charitable organizations.
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.
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2
IL
08/01/2011 - Present
LPL Financial LLC (CHICAGO IL)
IL
02/16/2010 - 06/09/2011
MORGAN STANLEY SMITH BARNEY (RIVERWOODS IL)
BOTH
Issued 03/08/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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