Mackenzie Johnson (CRD# 6668988) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Greenville, DE and has over 4 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Janney Montgomery Scott LLC | Greenville, DE | Sep 2020 - Current | 3 |
| Janney Montgomery Scott LLC | Greenville, DE | May 2019 - Sep 2020 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wilmington, DE | Jun 2018 - May 2019 | < 1 |
| Harvest Seasonal Grill And Wine Bar | Glen Mills, PA | Nov 2016 - Feb 2019 | 2 |
| West Chester University | West Chester, PA | Aug 2016 - May 2018 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wilmington, DE | Jun 2016 - Dec 2017 | 1 |
| Iron Hill Brewery And Restaurant | Newark, DE | May 2016 - Dec 2016 | < 1 |
| Champs Sports Bar And Grill | State College, PA | Jan 2016 - Jun 2016 | < 1 |
| Pennsylvania State University | State College, PA | Aug 2015 - May 2016 | < 1 |
| Lion And Cub | State College, PA | Jun 2015 - Dec 2015 | < 1 |
| Two Stones Pub | Kennett Square, PA | Sep 2014 - Jun 2015 | < 1 |
| Oxford Area High School | Oxford, PA | Sep 2011 - Jun 2015 | 3 |
| Dairy Queen | Jennersville, PA | Jul 2012 - Sep 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2020 |
- DE
- PA
-
Total Assets Under Management85,895MILLIONS
-
Total Number of Accounts226,034ACCOUNTS
-
Average Account Value$380,010
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- 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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