Jovan Johnson (CRD# 7225767) is an Investment Advisor Representative working at Piece Of Wealth Planning LLC in Athens, GA and has 1 year of experience in the finance industry. Jovan 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# 3012105
Lpl Financial LLC
CRD# 6794724
Arch Financial Planning, LLC
CRD# 6374744
Edward Jones
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The PFS designation was created to allow CPA holders to take additional education to gain experience and expertise in the broader topics of financial planning.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Origin Financial | Boston, MA | Oct 2022 - Current | 1 |
| Piece Of Wealth Accounting LLC | Decatur, GA | Feb 2020 - Current | 4 |
| Clark Atlanta University | Atlanta, GA | Sep 2019 - Current | 4 |
| Piece Of Wealth Planning LLC | Decatur, GA | Apr 2018 - Current | 6 |
| City Of Atlanta | Decatur, GA | Jun 2020 - Oct 2021 | 1 |
| Arthritis Foundation | Atlanta, GA | Nov 2019 - Mar 2020 | < 1 |
| Your Greatest Contribution | Fairburn, GA | Jul 2019 - Nov 2019 | < 1 |
| Signaturefd | Atlanta, GA | Jul 2018 - Jul 2019 | 1 |
| Pricewaterhousecoopers LLP | Atlanta, GA | Sep 2017 - Jul 2018 | < 1 |
| University Of West Georgia | Carrollton, GA | Aug 2016 - Jul 2017 | < 1 |
| University Of West Georgia | Carrollton, GA | Aug 2012 - Jul 2017 | 4 |
| Pricewaterhousecoopers LLP | Atlanta, GA | Jun 2016 - Aug 2016 | < 1 |
| University Of West Georgia | Carrollton, GA | Jan 2014 - May 2016 | 2 |
| University Of West Georgia | Carrollton, GA | Jan 2013 - May 2016 | 3 |
| City Of Atlanta | Atlanta, GA | Jun 2015 - Aug 2015 | < 1 |
| City Of Atlanta | Atlanta, GA | Jun 2014 - Aug 2014 | < 1 |
- GA
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Total Assets Under Management1MILLIONS
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Total Number of Accounts18ACCOUNTS
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Average Account Value$38,278
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
GA
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