Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Johns is a financial advisor with Wells Fargo Clearing Services, LLC, based in St. Louis, MO. Jeffrey holds the Series 7, Series 63, and Series 66 licenses. Jeffrey has over 2 years of experience in the financial services industry, with previous experience at MML Investors Services, LLC and TD Ameritrade, Inc.. Jeffrey offers a variety of services to his clients, including financial planning, portfolio management, and investment consulting.
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.
Investment consulting services to institutional clients
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
MO
04/25/2022 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
06/11/2021 - 09/24/2021
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MO
02/20/2020 - 08/07/2020
MML INVESTORS SERVICES, LLC (Chesterfield MO)
MO
01/02/2018 - 09/06/2019
TD AMERITRADE, INC. (ST. LOUIS MO)
BOTH
Issued 04/23/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2017
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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