Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Lane Johnson is a financial professional with over 20 years of experience in the industry. Johnson is currently registered with Cetera Investment Advisers LLC and has previously been associated with VOYA FINANCIAL ADVISORS, INC. and WMA SECURITIES, INC. Johnson holds multiple licenses and certifications, including Series 6, 7, 24, 63, and 65. Johnson's specializations include financial planning, portfolio management, and pension 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.
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.
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.
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2
UT
06/29/2023 - Present
Cetera Investment Advisers LLC (MIDVALE UT)
UT
02/28/2002 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (MIDVALE UT)
GA
04/24/2001 - 03/06/2002
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 12/17/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/11/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/15/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/2/2007
Series 7 - General Securities Representative Examination
BC
Issued 4/23/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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