Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam David Johnson is a financial advisor with over 20 years of experience in the industry. He is currently registered with J.P. Morgan Securities LLC and has been with the firm since 2012. Prior to that, William worked with Chase Investment Services Corp., WM Financial Services, Inc., and H&R Block Financial Advisors, Inc. William holds licenses for Series 6, 7, 52, 63, and 65, along with the SIE exam. William provides a variety of financial services to individuals, families, and businesses, including financial planning, portfolio management, and investment advice.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NV
10/01/2012 - Present
J.p. Morgan Securities LLC (HENDERSON NV)
IL
07/22/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (DOWNERS GROVE IL)
CA
06/26/2001 - 05/04/2004
WM FINANCIAL SERVICES, INC. (IRVINE CA)
MI
07/06/1998 - 06/04/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
BC
Issued 07/28/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/12/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/24/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/26/1998
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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