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 professional with over 28 years of experience in the financial services industry. Jeffrey has a broad range of experience, including working as a registered representative for Capital Financial Services, Inc., and as a registered representative and investment advisor representative for Calton & Associates, Inc. Jeffrey is also a licensed insurance agent in Iowa, offering a variety of fixed insurance and term life insurance products. Jeffrey holds Series 6, 22, 63 and 65 licenses. Jeffrey is committed to helping clients reach their financial goals, providing a variety of financial services, including retirement planning, mutual funds, model portfolios, annuities and life insurance.
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.
Earned based on transactions or products sold.
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.
1
2
FL
07/01/2019 - Present
Calton & Associates, Inc. (TAMPA FL)
IA
06/02/2003 - 07/01/2019
CAPITAL FINANCIAL SERVICES, INC. (AMES IA)
ND
08/11/1993 - 06/02/2003
ARM SECURITIES CORPORATION (MINOT ND)
IA
01/22/1993 - 07/29/1993
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (CEDAR RAPIDS IA)
IA
Issued 07/20/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/1993
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/20/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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