Jeffrey Johnson, financial advisor Lombard IL

Jeffrey Johnson

CRD Number: 4450577
Current Firm: Osaic Wealth, Inc.

Jeffrey Johnson (CRD# 4450577) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lombard, IL and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Osaic Wealth, Inc. Lombard, IL Jan 2024 - Current < 1
Woodbury Financial Services Inc. Lombard, IL Oct 2015 - Jan 2024 8
Pfs Investments Inc. Arlington Heights, IL Aug 2001 - Oct 2015 14
Primeria Financial Services Arlington Heights, IL May 2001 - Sep 2015 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2002
S65 NASAA Investment Advisors Law Examination Nov 2019
Contact Info for Jeffrey C. Johnson
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • FL
  • IL
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    29,536
    MILLIONS
  • Total Number of Accounts
    149,233
    ACCOUNTS
  • Average Account Value
    $197,920
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • 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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