Jessica Johnson, financial advisor San Jose CA
78 score

Jessica Johnson

CRD Number: 6060398
Current Firm: 1st Global Advisors Inc.

Jessica Johnson (CRD# 6060398) is an Investment Advisor Representative working at 1st Global Advisors Inc. in San Jose, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
1st Global Capital Corp San Jose, CA Sep 2012 - Current 4
1st Global Advisors, Inc. San Jose, CA Sep 2012 - Current 4
Jy Wealthcare San Jose, CA Apr 2012 - Current 4
Self Employed Lawndale, Sunnyvale, Scotts Valley, San Jose, CA Jan 2007 - Current 9
Certified Employment Group Campbell, CA Feb 2012 - Apr 2012 < 1
Kelly Services Santa Cruz, CA Feb 2012 - Feb 2012 < 1
U.s. Secret Service Los Angeles, CA Jun 1997 - Jan 2007 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Jessica A. Johnson
Phone Number: 214-294-5000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    7,093
    MILLIONS
  • Total Number of Accounts
    21,134
    ACCOUNTS
  • Average Account Value
    $335,619
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • 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, VI, VT, WA, WI, WV

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BADGES
78

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