Unclaimed
Jennifer Johnston is a financial advisor with Edward Jones. Jennifer is a registered representative in North Carolina and Texas. She has been in the industry since 2012 and has experience working with individuals, families, and businesses. Jennifer is dedicated to providing her clients with personalized financial advice and helping them achieve their financial goals. She holds a Series 6, 7, 63, and 66 securities licenses, as well as a Securities Industry Essentials (SIE) exam.
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.
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.
See schedule d - miscellaneous
1
2
NC
06/16/2021 - Present
Edward Jones (LAKE JUNALUSKA NC)
CA
05/09/2012 - 06/11/2013
UNIONBANC INVESTMENT SERVICES, LLC (AUBURN CA)
BOTH
Issued 10/19/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2013
Series 7 - General Securities Representative Examination
BC
Issued 05/08/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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