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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 Glen Johnson is an investment advisor representative with LPL Financial LLC. Jeffrey Glen Johnson has been in the securities industry for 39 years and has been registered with LPL Financial LLC since June 2018. Jeffrey Glen Johnson has been registered with CETERA ADVISOR NETWORKS LLC in the past and has held principal designations for both Series 24 and Series 51. Jeffrey Glen Johnson holds Series 63 and Series 65 licenses, as well as the Series 7 and SIE exams. Jeffrey Glen Johnson currently provides advisory services to individuals and businesses.
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
CA
06/12/2018 - Present
LPL Financial LLC (CHICO CA)
CA
11/02/1988 - 06/25/2018
CETERA ADVISOR NETWORKS LLC (PARADISE CA)
NA
07/21/1988 - 10/31/1988
CHRISTOPHER WEIL & COMPANY, INC
NA
05/17/1988 - 07/14/1988
BIRR, WILSON SECURITIES, INC.
NA
01/01/1988 - 04/22/1988
PROFESSIONAL BROKERAGE SERVICES INC.
NA
08/21/1986 - 12/10/1987
J. W. GANT & ASSOCIATES, INC.
NA
05/13/1986 - 08/18/1986
WILSON-DAVIS & CO., INC.
NA
01/17/1985 - 07/24/1986
TIDD, LACKEY AND CO., INC.
NA
04/18/1984 - 12/28/1984
WZW FINANCIAL SERVICES, INC.
IA
Issued 12/05/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/25/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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