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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jenna? Claim Your ProfileJenna Marie Johnson is a financial advisor with Sequoia Financial Group, LLC. Jenna has been a financial advisor for over 10 years and has extensive experience working with a wide range of clients. Jenna is also a registered investment advisor and holds the Series 6, Series 63, and Series 65 licenses. Jenna has specialized in providing financial planning and investment advice to high-net-worth individuals, corporations, and charitable organizations. Jenna has also worked with a variety of pooled investment vehicles and pension and profit sharing plans.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MT
09/16/2024 - Present
Sequoia Financial Group, LLC (Billings MT)
MT
12/18/2019 - 08/16/2023
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (BILLINGS MT)
ND
06/23/2016 - 06/04/2018
HORACE MANN INVESTORS, INC. (FARGO ND)
IA
Issued 12/05/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
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Inactive
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