Alex Johnson, financial advisor Jamestown NY

Alex Johnson

CRD Number: 5956917
Current Firm: Shift Fynancial

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.

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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
Contact Info for Alex R. Johnson
Phone Number: 7164995300
Registered State(s):
  • NY
Current Firm Details
Shift Fynancial
Firm's CRD Number: 304594
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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