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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 Johnson is a financial advisor at Hornor, Townsend & Kent, LLC, a financial advisory firm with over 400 licensed agents and investment advisor representatives. Jeffrey has over 20 years of experience in the financial services industry. He holds the Series 7, Series 63, Series 24, Series 51 and SIE licenses and is registered with the state of Pennsylvania. Jeffrey specializes in providing financial planning, portfolio management and selection of other advisors to high net worth individuals, corporations or businesses, and individuals other than high net worth. Jeffrey has a proven track record of success in helping clients achieve their financial goals. He is committed to providing his clients with personalized attention and guidance, to help them make informed investment decisions.
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.
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.
Trail commissions, distribution assistance fees
1
2
PA
09/27/2022 - Present
Hornor, Townsend & Kent, LLC (HORSHAM PA)
CO
01/01/2004 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
NY
08/29/2000 - 01/01/2004
TEACHERS PERSONAL INVESTORS SERVICES, INC. (NEW YORK NY)
NY
01/02/2000 - 08/21/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 01/21/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2022
Series 24 - General Securities Principal Examination
BC
Issued 03/13/2022
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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