Alex Johnson (CRD# 5956917) is an Investment Advisor Representative working at Shift Fynancial in Jamestown, NY and has over 10 years of experience in the finance industry.
CRD# 5898841
Lpl Financial LLC
CRD# 2583312
Hbks Wealth Advisors
CRD# 2917531
Private Advisor Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Shift Fynancial, Inc. | Jamestown, NY | Feb 2019 - Current | 4 |
| Innovative Dealer Services LLC | Jamestown, NY | Sep 2015 - Current | 8 |
| Allstate Insurance Company | Jamestown, NY | Sep 2015 - Current | 8 |
| Northwestern Mutual Investment Services, LLC | Jamestown, NY | Nov 2014 - Sep 2015 | < 1 |
| Northwestern Mutual Investment Services, LLC | Williamsville, NY | Dec 2012 - Sep 2015 | 2 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Dec 2011 - Sep 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2013 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2019 |
- NY
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
NY
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