Nancy Brewold-Johnson, financial advisor Medford OR
96 score

Nancy Brewold-Johnson

CRD Number: 1409410
Current Firm: Raymond James Financial Services Advisors, Inc.

Nancy Brewold-Johnson (CRD# 1409410) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Medford, OR and has over 28 years of experience in the finance industry. Nancy Brewold-Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
L. Johnson Ltd. Medford, OR May 2010 - Current 6
Rental Real Estate Medford, OR Oct 2005 - Current 11
Nancy Brewold-johnson & Leigh Johnson Medford, OR Dec 2003 - Current 13
Raymond James Financial Services, Inc. Medford, OR Nov 2002 - Current 14
Health Insurance Medford, OR Jul 1991 - Jun 2011 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1988
S65 NASAA Investment Advisors Law Examination Sep 1997
Contact Info for Nancy J. Brewold-Johnson
Phone Number: 727-567-5877
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Other
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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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