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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 Paul Johnson is a financial advisor who has been working in the industry since August 2000. Jeffrey has a wide range of experience working with clients on various financial planning needs. Currently, Jeffrey is an Investment Advisor Representative at Osaic Wealth, Inc. Jeffrey is registered with the state of California as a broker and an Investment Advisor Representative. Previously, Jeffrey was with SagePoint Financial, Inc. as a Broker and Investment Advisor Representative. Jeffrey is dedicated to helping his clients achieve their financial goals.
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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CA
09/01/2023 - Present
Osaic Wealth, Inc. (VISTA CA)
CA
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (VISTA CA)
AZ
10/17/2002 - 10/31/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
CA
01/02/2002 - 09/30/2002
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
05/10/2001 - 12/31/2001
ASSET PLANNING SOLUTIONS, INC. (SAN DIEGO CA)
TX
08/04/2000 - 05/09/2001
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
IA
Issued 05/01/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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