Tyler Johnson (CRD# 6314962) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Milwaukee, WI and has over 3 years of experience in the finance industry. Tyler 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.
CRD# 4697511
Financial Service Group Inc.
Score
103
CRD# 5923727
Fortress Planning Group
Score
103
CRD# 5701306
Primerica Advisors
Score
100
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jpmorgan Securities LLC | Milwaukee, WI | Mar 2016 - Current | 2 |
| Raymond James Financial Services, Inc. | Brookfield, WI | Jan 2015 - Mar 2016 | 1 |
| Raymond James Financial Services Advisors Inc. | Brookfield, WI | Jan 2015 - Mar 2016 | 1 |
| Raymond James Financial Services, Inc. | Brookfield, WI | Sep 2014 - Dec 2014 | < 1 |
| Raymond James Financial Services, Inc. | Brookfield, WI | Apr 2014 - Sep 2014 | < 1 |
| Marquette University | Milwaukee, WI | Aug 2010 - May 2014 | 3 |
| Landass & Company | Milwaukee, WI | Mar 2013 - Aug 2013 | < 1 |
| Crystal Woods | Woodstock, IL | Apr 2010 - Aug 2010 | < 1 |
| Crystal Lake Central | Crystal Lake, IL | Aug 2006 - Aug 2010 | 4 |
| Unemployed | Lake In The Hills, IL | Jan 2007 - Apr 2010 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2014 |
- WI
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Total Assets Under Management81,562MILLIONS
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Total Number of Accounts376,424ACCOUNTS
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Average Account Value$216,675
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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