Jenna Johnson, financial advisor Fargo ND

Jenna Johnson

CRD Number: 6412550
Current Firm: Eide Bailly Advisors, LLC

Jenna Johnson (CRD# 6412550) is an Investment Advisor Representative working at Eide Bailly Advisors, LLC in Fargo, ND and has over 7 years of experience in the finance industry.

Similar Advisors
Jonathon Anas, financial advisor Fargo ND
Jonathon P. Anas
CRD# 2591356
Commonwealth Financial Network
Similar Advisors
Gretchen Anderson, financial advisor Fargo ND
Gretchen L. Anderson
CRD# 2563463
Ubs Financial Services Inc.
Similar Advisors
James Anderson, financial advisor Fargo ND
James S. Anderson
CRD# 2122017
Osaic Wealth, Inc.
Company Name Location Dates Years
Eide Bailly Financial Services Fargo, ND Dec 2019 - Current 4
Eide Bailly Advisors, LLC Fargo, ND Dec 2019 - Current 4
United Planners Scottsdale, AZ Dec 2019 - Jul 2023 3
Ywca Fargo, ND Feb 2021 - Aug 2022 1
College Smart Fargo, ND Aug 2019 - Dec 2019 < 1
Complete Investment Advisory LLC Fargo, ND Jun 2018 - Aug 2019 1
Horace Mann Investors, Inc. Springfield, IL Mar 2016 - Jun 2018 2
Shawn Rehm Agency, Inc. Fargo, ND Aug 2012 - Jun 2018 5
Horace Mann Companies Springfield, IL Aug 2012 - Jun 2018 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2016
S65 NASAA Investment Advisors Law Examination Dec 2018
Contact Info for Jenna M. Johnson
Phone Number: 866-740-4100
Registered State(s):
  • AZ
  • CA
  • CO
  • FL
  • ID
  • IL
  • IA
  • MN
  • MT
  • NV
  • ND
  • SD
  • TX
  • UT
  • WA
By the Numbers
  • Total Assets Under Management
    1,325
    MILLIONS
  • Total Number of Accounts
    2,537
    ACCOUNTS
  • Average Account Value
    $522,427
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, FL, IA, ID, IL, IN, LA, MN, MT, ND, NE, NH, NV, NY, OH, OK, OR, SD, TX, UT, VA, WA, WI

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.