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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Johansen is a financial advisor registered with Equity Services, Inc., a company that offers financial planning and investment advice. Jeffrey has been in the financial industry since 1998 and holds licenses and registrations for both securities and investment advisory services. Jeffrey works in the SOUTH JORDAN, UT area, where he serves a variety of clients including high-net-worth individuals, corporations, and pension and profit sharing plans. His experience includes working for INSPHERE SECURITIES, INC. and MONY SECURITIES CORPORATION.
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.
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
UT
11/21/2024 - Present
Equity Services, Inc. (SOUTH JORDAN UT)
NV
07/23/2007 - 08/10/2010
INSPHERE SECURITIES, INC. (LAS VEGAS NV)
NV
05/29/2002 - 08/09/2007
EQUITY SERVICES, INC. (HENDERSON NV)
NY
11/07/2001 - 04/30/2002
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
02/02/1998 - 03/31/2000
MONY SECURITIES CORPORATION (NEW YORK NY)
BOTH
Issued 11/15/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2004
Series 7 - General Securities Representative Examination
BC
Issued 01/29/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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