Unclaimed
Johnny Johnson is an investment advisor representative who has been in the industry for over 6 years. He currently works for Fidelity Personal and Workplace Advisors, a large firm that manages over $800 billion in assets. Johnny has a strong background in education and finance, having worked in various roles before joining Fidelity. He is also a registered representative in both Illinois and Texas. Johnny specializes in providing financial planning, portfolio management and educational seminars.
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.
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.
1
2
IL
07/24/2023 - Present
Fidelity Personal AND Workplace Advisors (DEER PARK IL)
IL
05/17/2021 - 07/27/2022
THRIVENT INVESTMENT MANAGEMENT INC. (Arlington Heights IL)
IL
09/19/2006 - 12/20/2010
CHASE INVESTMENT SERVICES CORP. (ARLINGTON HEIGHTS IL)
BOTH
Issued 02/18/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/23/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/25/2021
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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