Donald Johnson, financial advisor South Jordan UT
81 score

Donald Johnson

CRD Number: 4542629
Current Firm: Allegis Investment Advisors, LLC

Donald Johnson (CRD# 4542629) is an Investment Advisor Representative working at Allegis Investment Advisors, LLC in South Jordan, UT and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Allegis Investment Services, LLC South Jordan, UT Apr 2014 - Current 2
Allegis Investment Advisors LLC Idaho Falls, ID Apr 2014 - Current 2
Symetra Investment Services, Inc. Bellevue, WA Mar 2012 - Apr 2014 2
Unemployed North Ogden, UT Dec 2011 - Feb 2012 < 1
Edward Jones St Louis, MO Nov 2009 - Nov 2011 2
Coldwell Banker Real Estate Ogden, UT Dec 2008 - Oct 2009 < 1
Global Brokerage Services, Inc. Hunt Valley, MD May 2002 - Oct 2009 7
Phoenix Homes Inc. Ogden, UT Jan 2000 - Aug 2009 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2002
S66 NASAA Uniform Combined State Law Examination Dec 2009
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 Donald W. Johnson
Phone Number: 208-529-3462
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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