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 has been a financial professional for over 28 years. Jennifer is a registered representative with Charles Schwab & Co., Inc. and holds Series 7, Series 63, Series 65, and Series 66 licenses. Before joining Charles Schwab & Co., Inc., Jennifer worked for 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.
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
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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 9/9/2020
Series 66 - Uniform Combined State Law Examination
IA
Issued 4/22/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/3/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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