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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffry? Claim Your ProfileJeffry Johnson is a financial advisor with Western International Securities, Inc. Jeffry Johnson has been in the financial services industry since 1987. Jeffry Johnson is registered to provide investment advice in California and Texas. Jeffry Johnson specializes in financial planning, pension consulting, and portfolio management for individuals and businesses.
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
12/21/2023 - Present
Western International Securities, Inc. (Newport Beach CA)
CA
11/10/2009 - 07/27/2020
MUTUAL SECURITIES, INC. (LAGUNA HILLS CA)
CA
05/19/2004 - 11/13/2009
PMB SECURITIES CORP. (SAN CLEMENTE CA)
MO
11/09/2001 - 03/09/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MN
04/20/2001 - 11/13/2001
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
MO
09/16/1993 - 04/26/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NY
07/31/1993 - 09/28/1993
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NY
11/24/1989 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
12/26/1986 - 12/07/1989
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
IA
Issued 07/01/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/2004
Series 24 - General Securities Principal Examination
BC
Issued 07/31/1990
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/1990
Series 3 - National Commodity Futures Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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