Jessica JohnsonCRD 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.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|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|
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
Total Assets Under Management7,093MILLIONS
Total Number of Accounts21,134ACCOUNTS
Average Account Value$335,619
- A percentage of assets under your management
- 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
- 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, VI, VT, WA, WI, WV