Jason Johnson (CRD# 4162796) is an Investment Advisor Representative working at Pine Grove Financial Group in Minnetonka, MN and has over 23 years of experience in the finance industry. Jason Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Pine Grove Financial Group | Minnetonka, MN | Oct 2020 - Current | 3 |
Cetera Advisor Networks | El Segundo, CA | Feb 2018 - Current | 6 |
Kadence Wealth | Minneapolis, MN | Feb 2018 - Current | 6 |
Advisornet Wealth Management | Minneapolis, MN | Apr 2018 - Sep 2020 | 2 |
Aig Capital Services, Inc. | Woodland Hills, CA | Mar 2017 - Feb 2018 | < 1 |
American General Life Insurance | Woodland Hills, CA | Mar 2017 - Jan 2018 | < 1 |
Bluerock Capital Markets, LLC | Irvine, CA | Jun 2016 - Feb 2017 | < 1 |
Kbs Capital Markets Group | Newport Beach, CA | Oct 2015 - Jun 2016 | < 1 |
Equity Fund Advisors | Phoenix, AZ | Jun 2014 - Oct 2015 | 1 |
Cole Capital Corporation | Phoenix, AZ | Jun 2014 - Oct 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2000 |
S65 | NASAA Investment Advisors Law Examination | Mar 2018 |
- MN
-
Total Assets Under Management1,027MILLIONS
-
Total Number of Accounts3,984ACCOUNTS
-
Average Account Value$257,816
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
LA, MN, NE, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.