Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jimmy? Claim Your ProfileJimmy Paul Johnson is a financial advisor at Raymond James Financial Services Advisors, Inc. Jimmy has been a registered representative since 2006. Jimmy holds a Series 6, 7, and 63 license. Jimmy provides financial planning, pension consulting and portfolio management services. Jimmy has been a registered representative since 2006, working previously with TIAA-CREF, U.S. BANCORP INVESTMENTS, INC. Jimmy has a wide range of experience, including working with individuals, corporations, high net worth individuals, and institutions.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
KY
01/22/2025 - Present
Raymond James Financial Services Advisors, Inc. (Louisville KY)
KY
06/25/2018 - 09/14/2020
U.S. BANCORP INVESTMENTS, INC. (LOUISVILLE KY)
KY
02/05/2015 - 06/18/2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LOUISVILLE KY)
KY
07/07/2011 - 10/22/2013
PNC INVESTMENTS (LOUISVILLE KY)
KY
01/27/2006 - 01/06/2011
CHASE INVESTMENT SERVICES CORP. (LOUISVILLE KY)
IA
Issued 03/24/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2015
Series 7 - General Securities Representative Examination
BC
Issued 01/26/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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