Jane Johnson, financial advisor Gloucester MA

Jane Johnson

CRD 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.

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Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
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
Contact Info for Jane Johnson
Phone Number: 781-736-0700
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    161,853
    MILLIONS
  • Total Number of Accounts
    540,172
    ACCOUNTS
  • Average Account Value
    $299,632
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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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