Sean Janni (CRD# 6677655) is an Investment Advisor Representative working at Johnson Financial Group LLC in Denver, CO and has over 5 years of experience in the finance industry.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Johnson Financial Group LLC | Denver, CO | Jan 2023 - Current | 1 |
| Jfg Wealth Management, LLC | Denver, CO | Jan 2023 - Current | 1 |
| Altfest Personal Wealth Management | New York, NY | Feb 2021 - Dec 2022 | 1 |
| Prairieview Partners | St. Paul, MN | May 2018 - Jan 2021 | 2 |
| Na | Whitefish, MT | Jan 2018 - May 2018 | < 1 |
| Northeastern University | Boston, MA | Aug 2017 - Dec 2017 | < 1 |
| Tinsley Consulting | Hot Springs, AR | Jun 2017 - Jul 2017 | < 1 |
| Northeastern University | Boston, MA | Sep 2016 - May 2017 | < 1 |
| Merrill Lynch | Whitefish, MA | Jun 2016 - Aug 2016 | < 1 |
| Wellington | Boston, MA | Jan 2016 - Jun 2016 | < 1 |
| Northeastern University | Boston, MA | Jul 2015 - Dec 2015 | < 1 |
| Santander Bank | Boston, MA | Jan 2015 - Jun 2015 | < 1 |
| Northeastern University | Boston, MA | Sep 2014 - Dec 2014 | < 1 |
| Wlgc Restaurant | Whitefish, MT | May 2011 - Sep 2014 | 3 |
| Wlgc Restaurant | Whitefish, MT | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2018 |
- CO
-
Total Assets Under Management2,476MILLIONS
-
Total Number of Accounts788ACCOUNTS
-
Average Account Value$3,142,376
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
CO, DC, KS, MD, NE, NY, OK, TX, VA
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