Jerold Johnson (CRD# 5548047) is an Investment Advisor Representative working at Cuso Financial Services in Ocala, FL and has over 15 years of experience in the finance industry.
CRD# 2882852
Pnc Investments
CRD# 3271499
Raymond James & Associates, Inc.
CRD# 6436659
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cuso Financial Services, LP | San Diego, CA | Sep 2022 - Current | 1 |
| Lpl Financial LLC | Battle Creek, MI | May 2022 - Sep 2022 | < 1 |
| Cuna Mutual Group | Waverly, IA | Jul 2015 - Sep 2022 | 7 |
| Cuna Brokerage Services, Inc. | Waverly, IA | Jul 2015 - Sep 2022 | 7 |
| Unemployed | Battle Creek, MI | Mar 2015 - Jul 2015 | < 1 |
| Jp Morgan Securities LLC | Battle Creek, MI | Apr 2014 - Mar 2015 | < 1 |
| Jpmorgan Chase Bank | Battle Creek, MI | Apr 2014 - Mar 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2008 |
- FL
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Total Assets Under Management4,665MILLIONS
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Total Number of Accounts26,968ACCOUNTS
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Average Account Value$172,978
- 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)
- 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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