Jessica Johnson (CRD# 6886102) is an Investment Advisor Representative working at Estate & Trust Advisors in Northbrook, IL and has over 6 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Estate & Trust Advisors, Inc. | Northbrook, IL | May 2019 - Current | 5 |
| Morgan Stanley | Lake Forest, IL | Oct 2018 - May 2019 | < 1 |
| Morgan Stanley | Flint, MI | Jan 2018 - Oct 2018 | < 1 |
| Growth Management Group | Fenton, MI | Sep 2016 - Dec 2017 | 1 |
| Towneplace Suites Marriott | Boynton Beach, FL | Feb 2016 - Aug 2016 | < 1 |
| P&m Insurance Group, LLC | Pembroke Pines, FL | Nov 2015 - Feb 2016 | < 1 |
| The Breakers Hotel | Palm Beach, FL | Sep 2009 - Oct 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2018 |
- IL
-
Total Assets Under Management216MILLIONS
-
Total Number of Accounts541ACCOUNTS
-
Average Account Value$399,888
- A percentage of assets under your management
- Financial planning services
- 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)
IL
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