Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Johnson is a financial advisor with over 40 years of experience in the industry. Jeffrey is currently registered with IP Financial Advisory Services LLC. Jeffrey has previously worked for several financial institutions, including Merrill Lynch, Wells Fargo Advisors, and J.W. Cole Financial, Inc.
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.
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 services to qualified retirement plans
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.
Recurring fees
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2
MI
01/24/2025 - Present
IP Financial Advisory Services LLC (Rochester Hiills MI)
MI
07/30/2019 - 11/24/2021
CFD INVESTMENTS, INC. (Rochester MI)
MI
07/12/2019 - 07/29/2019
J.W. COLE FINANCIAL, INC. (ROCHESTER HILLS MI)
MI
08/25/2015 - 01/05/2018
WELLS FARGO CLEARING SERVICES, LLC (TROY MI)
MI
06/15/2006 - 08/26/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLOOMFIELD HILLS MI)
MI
08/17/2000 - 06/16/2006
MORGAN STANLEY DW INC. (BIRMINGHAM MI)
FL
06/16/1998 - 08/17/2000
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
MI
05/11/1998 - 09/25/1999
RONEY & CO. (DETROIT MI)
MI
01/26/1996 - 05/11/1998
RONEY & CO. L.L.C. (DETROIT MI)
MI
03/23/1990 - 01/30/1996
FIRST OF MICHIGAN CORPORATION (DETROIT MI)
NA
06/06/1989 - 03/23/1990
SMITH, HAGUE & CO., INCORPORATED
NA
04/13/1981 - 06/12/1989
PAINEWEBBER INCORPORATED
BOTH
Issued 07/27/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/27/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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