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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 Hightower Advisors, LLC, a registered investment advisor with the SEC. Jennifer has been in the financial industry since 2001 and holds Series 7, 63, and 66 licenses. Jennifer also has experience with Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Jennifer specializes in providing financial planning, portfolio management, and treasury management services to individuals, corporations, pension plans, and charitable organizations.
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.
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.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
WA
09/07/2018 - Present
Hightower Advisors, LLC (BELLEVUE WA)
WA
10/05/2007 - 08/28/2018
WELLS FARGO CLEARING SERVICES, LLC (BELLEVUE WA)
WA
03/23/2007 - 09/20/2007
KEY INVESTMENT SERVICES LLC (SEATTLE WA)
WA
04/02/2001 - 03/07/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (SEATTLE WA)
BOTH
Issued 01/28/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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