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Jeremiah Johnson

Modern Wealth Management, LLC

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About Jeremiah Johnson

Jeremiah Johnson is an active investment advisor representative at Modern Wealth Management, LLC in Glidden, IA. Jeremiah has been in the financial industry for over 8 years. Jeremiah has the following licenses and certifications: Series 6, Series 63, Series 65 and SIE. Jeremiah's previous employment experience includes roles at Purshe Kaplan Sterling Investments and ING America Equities, Inc..

Firm Information

Jeremiah Johnson is currently registered with Modern Wealth Management, LLC. Modern Wealth Management, LLC is an investment advisor headquartered in Lenexa, KS. They provide financial planning and portfolio management services to individuals and families, including high-net-worth individuals, as well as retirement plans and charitable organizations. The firm manages over $2 billion in assets and employs 17 licensed agents, 36 investment advisor representatives, and 13 registered representatives.
Modern Wealth Management, LLC

13550 W 95TH ST.

LENEXA, KS 66227

$2.07B

Assets Under Management

1

Total Clients

42

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeremiah Johnson’s Registration & Firm History

IA

09/01/2023 - Present

Modern Wealth Management, LLC (Glidden IA)

IA

11/24/2015 - 08/31/2023

PURSHE KAPLAN STERLING INVESTMENTS (Glidden IA)

PA

05/04/2012 - 12/31/2013

ING AMERICA EQUITIES, INC. (WEST CHESTER PA)

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Licenses & Designations

IA

Issued 01/27/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/21/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/03/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeremiah Johnson.
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