Unclaimed
Jeremy Johnson is a financial advisor with over 12 years of experience in the financial services industry. Jeremy holds a Series 65 license and is currently registered with Bison Advisors. His primary area of focus is working with individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. Jeremy also offers financial planning, pension consulting, educational seminars, and selection of other advisors.
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.
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GA
12/04/2023 - Present
Bison Advisors (ATLANTA GA)
IA
Issued 02/24/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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