Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Carter Johnson is an active financial advisor. Jeffrey has been in the industry for over 20 years and has a broad range of experience in the financial industry. Jeffrey is currently registered with Osaic Wealth, Inc. and has previously worked with Woodbury Financial Services, Inc., PFS Investments Inc., and Primeria Financial Services. Jeffrey is a licensed insurance agent and a licensed real estate broker in addition to his role as a financial advisor.
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.
A percentage of the total value of assets under management is charged.
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2
IL
01/19/2024 - Present
Osaic Wealth, Inc. (LOMBARD IL)
IL
10/02/2015 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (LOMBARD IL)
IL
01/09/2008 - 10/06/2015
PFS INVESTMENTS INC. (ARLINGTON HEIGHTS IL)
IL
12/07/2001 - 12/31/2007
PFS INVESTMENTS INC. (DEERFIELD IL)
IA
Issued 11/22/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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