Unclaimed
Jennifer Johnson is an investment advisor representative currently registered with Osaic Wealth, Inc.. Jennifer has been active in the industry since July 5, 2003, and has been registered with the state of Florida as an investment advisor representative. Jennifer is also an Investment Advisor Representative with Osaic Wealth, Inc. Jennifer's past employment history includes time at Woodbury Financial Services, Inc., Cambridge Investment Research, Inc., IFP Securities, LLC, Ameritas Investment Corp., Smith Hayes Financial Services Corporation, Morgan Stanley DW Inc., and Morgan Stanley & Co. Incorporated.
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.
1
2
AZ
01/19/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
MN
06/03/2022 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
FL
10/22/2020 - 06/10/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (Clearwater FL)
FL
09/24/2019 - 10/14/2020
IFP SECURITIES, LLC (TAMPA FL)
NE
10/05/2018 - 09/17/2019
AMERITAS INVESTMENT CORP. (LINCOLN NE)
NE
03/03/2016 - 09/21/2018
WOODBURY FINANCIAL SERVICES, INC. (LINCOLN NE)
NE
06/27/2014 - 01/29/2016
SMITH HAYES FINANCIAL SERVICES CORPORATION (LINCOLN NE)
NE
05/02/2013 - 06/23/2014
AMERITAS INVESTMENT CORP. (LINCOLN NE)
NE
06/01/2009 - 01/30/2013
MORGAN STANLEY (LINCOLN NE)
IA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (CEDAR RAPIDS IA)
NE
02/19/2003 - 04/02/2007
MORGAN STANLEY DW INC. (LINCOLN NE)
BOTH
Issued 04/04/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/27/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 02/28/2019
Series 23 - General Securities Principal Sales Supervisor
BC
Issued 03/07/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/20/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/21/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 02/17/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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