Jane JohnsonCRD Number: 7100257
Current Firm: Commonwealth Financial Network
Jane Johnson (CRD# 7100257) is an Investment Advisor Representative working at Commonwealth Financial Network in Gloucester, MA and has 1 year of experience in the finance industry.
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
|Alliance Private Wealth, LLC||North Reading, MA||Jan 2022 - Current||< 1|
|Commonwealth Financial Network||Waltham, MA||Jun 2019 - Current||3|
|Business Transition Academy, Inc.||Gloucester, MA||Jul 2013 - Current||9|
|Waypoint Business Strategies||South Hamilton, MA||Jan 2010 - Jul 2013||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2021|
Total Assets Under Management161,853MILLIONS
Total Number of Accounts540,172ACCOUNTS
Average Account Value$299,632
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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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