Marshall Johnson (CRD# 2850701) is an Investment Advisor Representative working at Johnson, Marshall, Lee in Sarona, WI and has over 14 years of experience in the finance industry.
CRD# 3183300
Ameriprise Financial Services, LLC
CRD# 6598089
Ameriprise Financial Services, LLC
CRD# 5833198
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bay Valley Mortgage Group, Inc. | Sarona, WI | Feb 2019 - Current | 5 |
| Marshall Lee Johnson | Sarona, WI | Mar 2013 - Current | 11 |
| Wells Fargo | Sarona, WI | Jun 2018 - Jan 2019 | < 1 |
| Pacific Mortgage Consultants | Larkspur, CA | Dec 2003 - Jun 2018 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2009 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2009 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- WI
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Total Assets Under Management0MILLIONS
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Total Number of Accounts2ACCOUNTS
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Average Account Value$3,290
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, WI
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