Jeffrey Johnson, financial advisor Ames IA

Jeffrey Johnson

CRD Number: 2312446
Current Firm: Calton & Associates, Inc.

Jeffrey Johnson (CRD# 2312446) is an Investment Advisor Representative working at Calton & Associates, Inc. in Ames, IA and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Calton & Associates, Inc. Ames, IA Jul 2019 - Current 4
Capital Financial Services, Inc. Minot, ND Jun 2003 - Jul 2019 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1993
S65 NASAA Investment Advisors Law Examination Jul 2016
Contact Info for Jeffrey J. Johnson
Phone Number: 813-264-0440
Firm Website: http://www.calton.com
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    1,059
    MILLIONS
  • Total Number of Accounts
    6,846
    ACCOUNTS
  • Average Account Value
    $154,702
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based 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
  • Pension consulting services
  • 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, VT, WA, WI, WV

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