Jason Johnson (CRD# 5454143) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Nags Head, NC and has over 13 years of experience in the finance industry.
CRD# 1192106
Edward Jones
CRD# 2368874
Pnc Investments
CRD# 5775322
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Ameriprise Financial Services, LLC | Rocky Mount, NC | Nov 2023 - Current | < 1 |
Ameriprise Financial Services | Rocky Mount, NC | Nov 2023 - Nov 2023 | < 1 |
Madison Avenue Securities, LLC | San Diego, CA | Apr 2021 - Nov 2023 | 2 |
Ae Wealth Management, LLC | Topeka, KS | Apr 2021 - Nov 2023 | 2 |
Ltcpro Llc Dba Federal Benefits Made Simple An E.a. Buck Company | Lakewood, CO | Jun 2015 - Nov 2023 | 8 |
Cabot Lodge Securities LLC | New York, NY | May 2015 - Apr 2021 | 5 |
Cl Wealth Management LLC | New York, NY | May 2015 - Apr 2021 | 5 |
Ameriprise Financial Services, LLC | Rocky Mount, NC | Mar 2020 - Mar 2020 | < 1 |
St. Vrain Valley School District | Longmont, CO | Jan 2013 - May 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2010 |
S66 | NASAA Uniform Combined State Law Examination | Feb 2012 |
- CO
- NC
- TX
-
Total Assets Under Management479,794MILLIONS
-
Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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