Jared Johnson (CRD# 6222565) is an Investment Advisor Representative working at Edward Jones in Camano Island, WA and has over 8 years of experience in the finance industry. Jared Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5438563
Wyatt Wealth Management
CRD# 6577036
Bormann Wealth Management, LLC
CRD# 3077936
Sound Financial, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Edward Jones | St. Louis, MO | Jun 2015 - Current | 9 |
American Memorial Life Insurance Company | Pensacola, FL | Oct 2014 - Jun 2015 | < 1 |
Drowsy Poet Coffee Company | Pensacola, FL | Jul 2009 - Jun 2015 | 5 |
Pensacola Christian College | Pensacola, FL | Jun 2011 - May 2015 | 3 |
Pensacola Christian College | Pensacola, FL | May 2011 - May 2015 | 4 |
Pfs Investments Inc. | Wesley Chapel, FL | Apr 2013 - Nov 2014 | 1 |
Primerica Financial Services | Wesley Chapel, FL | Apr 2013 - Nov 2014 | 1 |
Quality Inn And Suites | Pensacola, FL | May 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2015 |
- WA
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Total Assets Under Management692,248MILLIONS
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Total Number of Accounts4,749,388ACCOUNTS
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Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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