Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Brent Johnson is a financial advisor with CWM, LLC. Jeffrey has been in the financial services industry for over 20 years and has a strong background in investment advisory services. Jeffrey is a Certified Financial Planner and has extensive experience working with individuals, families, and businesses. Jeffrey has held previous roles with United Planners' Financial Services of America a Limited Partner, Allegis Investment Services, LLC and Park Avenue Securities LLC. Jeffrey is registered to provide investment advisory services in Utah. Jeffrey is committed to providing personalized financial advice and helping clients 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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.
Solicitor fees from other investment advisors
1
2
NE
01/02/2024 - Present
CWM, LLC (OMAHA NE)
UT
03/18/2019 - 02/25/2021
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (BOUNTIFUL UT)
UT
01/02/2015 - 04/05/2019
ALLEGIS INVESTMENT SERVICES, LLC (SOUTH JORDAN UT)
UT
06/14/2001 - 01/21/2015
PARK AVENUE SECURITIES LLC (MURRAY UT)
RI
10/22/1998 - 10/26/1999
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BOTH
Issued 08/12/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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