Jeffrey Johansen, financial advisor Orem UT
93 score

Jeffrey Johansen

CRD Number: 2998841
Current Firm: Hornor, Townsend & Kent, Inc.

Jeffrey Johansen (CRD# 2998841) is an Investment Advisor Representative working at Hornor, Townsend & Kent, Inc. in Orem, UT and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Hornor Townsend & Kent Inc. Horsham, PA Aug 2010 - Current 6
Penn Mutual Life Ins Co Horsham, PA Aug 2010 - Current 6
Insphere Securities, Inc. Salt Lake City, UT Apr 2010 - Aug 2010 < 1
Insphere Insurance Solution St. George, UT Oct 2009 - Aug 2010 < 1
Beneficial Investment Services, Inc. Henderson, NV Jul 2007 - Apr 2010 2
Beneficial Life Insurance Company Salt Lake City, UT Apr 2002 - Aug 2009 7
Allegis Advisors, Inc. Salt Lake City, UT Dec 2005 - Oct 2007 1
Equity Services, Inc. Montpelier, VT May 2002 - Jul 2007 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1998
S66 NASAA Uniform Combined State Law Examination Nov 2005
Contact Info for Jeffrey C. Johansen
Phone Number: 215-957-7300
Firm Website: http://www.htk.com
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    1,000
    MILLIONS
  • Total Number of Accounts
    3,542
    ACCOUNTS
  • Average Account Value
    $282,463
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • 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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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