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Jeffrey Shawn Johnson

Pacer Advisors, Inc.

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About Jeffrey Shawn Johnson

Jeffrey Johnson is an investment advisor representative with Pacer Advisors, Inc., an investment advisor firm. Jeffrey has been in the industry since 2009, and is registered with the state of Pennsylvania. Jeffrey is a Series 7, Series 24, Series 26, and Series 66 licensed advisor. Pacer Advisors, Inc. specializes in providing investment advisory services to investment companies and pooled investment vehicles.

Firm Information

Jeffrey Johnson is currently registered with Pacer Advisors, Inc.. Pacer Advisors, Inc. is an investment advisor based in Malvern, PA. The firm manages approximately $10 billion to $50 billion in assets for investment companies and pooled investment vehicles. They provide portfolio management services to clients. Pacer Advisors, Inc. has 18 investment advisor representatives, 5 investment advisory functions, and 6 licensed agents. The firm's SEC number is 801-79654.
Pacer Advisors, Inc.

500 CHESTERFIELD PARKWAY

MALVERN, PA 19355

$46.06B

Assets Under Management

Not reported

Total Clients

21

Total Financial Advisors

Services Offered

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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeffrey Johnson’s Registration & Firm History

PA

06/13/2023 - Present

Pacer Advisors, Inc. (MALVERN PA)

IL

11/08/2021 - 06/22/2023

BANKERS LIFE SECURITIES, INC. (CHICAGO IL)

PA

07/31/2014 - 03/17/2021

LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)

CT

12/22/2020 - 03/02/2021

LINCOLN FINANCIAL ADVISORS CORPORATION (HARTFORD CT)

CT

12/22/2020 - 03/02/2021

LINCOLN FINANCIAL SECURITIES CORPORATION (HARTFORD CT)

FL

03/01/2012 - 07/29/2014

JOHNSON SECURITIES, INC. (LAKE MARY FL)

PA

04/16/2010 - 09/23/2010

MML INVESTORS SERVICES, INC. (BALA CYNWYD PA)

FL

10/01/2009 - 01/04/2010

JOHNSON SECURITIES, INC. (LAKE MARY FL)

PA

06/10/2009 - 09/17/2009

AXA ADVISORS, LLC (BALA CYNWYD PA)

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Licenses & Designations

BOTH

Issued 06/15/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/28/2009

Series 24 - General Securities Principal Examination

BC

Issued 11/14/2009

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/09/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Shawn Johnson.
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