Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Johnston is a financial advisor with over 28 years of experience in the industry. Jennifer is currently registered with Charles Schwab & CO., Inc. in California. Jennifer has previously held positions with TD Ameritrade, Inc., VALIC Financial Advisors, Inc., MCCLURG CAPITAL CORPORATION, BANC OF AMERICA INVESTMENT SERVICES, INC., BA INVESTMENT SERVICES, INC., DEAN WITTER REYNOLDS INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Jennifer is also licensed as an investment advisor representative (IAR) in California.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CA
01/26/2022 - Present
Charles Schwab & CO., Inc. (Corte Madera CA)
CA
09/14/2020 - 07/29/2024
TD AMERITRADE, INC. (CORTE MADERA CA)
CA
05/20/2019 - 06/30/2020
VALIC FINANCIAL ADVISORS, INC. (EMERYVILLE CA)
CA
02/17/2009 - 05/17/2019
MCCLURG CAPITAL CORPORATION (SAN RAFAEL CA)
CA
07/12/1999 - 12/16/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (GREENBRAE CA)
CA
04/19/1996 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
NY
04/10/1995 - 02/02/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
02/04/1994 - 03/15/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 09/09/2020
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/22/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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