Jeffrey JohansenCRD 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.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|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|
Total Assets Under Management1,000MILLIONS
Total Number of Accounts3,542ACCOUNTS
Average Account Value$282,463
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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