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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 Charles Johnson is a financial advisor at The Colony Group, LLC. Jeffrey has been in the industry since 1982. Jeffrey is a Certified Financial Planner and specializes in providing financial planning and investment advice to individuals, families, and businesses. Jeffrey is also licensed to provide investment advice in Arizona, Nebraska, Nevada, and Texas. Jeffrey has a strong track record of success in helping clients achieve their financial goals. Jeffrey has a strong commitment to providing personalized service and working with clients to develop customized financial plans.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
1
2
NE
07/02/2024 - Present
THE Colony Group, LLC (LINCOLN NE)
NE
11/08/2004 - 01/11/2017
LPL FINANCIAL LLC (LINCOLN NE)
NY
07/31/1993 - 11/12/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
03/23/1989 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
07/22/1982 - 04/11/1989
DAIN BOSWORTH INCORPORATED
IA
Issued 05/05/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/11/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/1993
Series 3 - National Commodity Futures Examination
BC
Issued 07/17/1982
Series 7 - General Securities Representative Examination
Active
Inactive
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