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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Johanna? Claim Your ProfileJohanna Bathurst is an investment advisor representative with Kestra Advisory Services, LLC in Baltimore, Maryland. Johanna has been in the industry since 2002 and is registered with FINRA and the state of Maryland. She holds the Series 6, 7, 63, and 65 licenses as well as the SIE. Johanna has a background in financial planning and provides investment advisory services to clients through both Kestra Advisory Services, LLC and JLB Wealth Management Group, LLC. Johanna's focus is on providing personalized investment advice to individuals and families. She specializes in retirement planning, budgeting, and savings.
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.
1
2
MD
04/19/2016 - Present
Kestra Advisory Services, LLC (BALTIMORE MD)
MD
09/28/2004 - 08/03/2010
NEXT FINANCIAL GROUP, INC. (HUNT VALLEY MD)
TX
03/26/2002 - 09/28/2004
NFP SECURITIES, INC. (AUSTIN TX)
IA
Issued 07/26/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2006
Series 7 - General Securities Representative Examination
BC
Issued 03/25/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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