Jennifer L Johnson
Investment adviser representative at Osaic Wealth, Inc.
10 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 yearsFirm in business
Are you Jennifer L Johnson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Osaic Wealth, Inc.Jan 2024 to now
- Woodbury Financial Services IncJun 2022 to now
- Cambridge Investment Research Advisors, Inc.Oct 2020 to Jun 2022
- Cambridge Investment Research, Inc.Oct 2020 to Jun 2022
- Ifp Securities, LLCSep 2019 to Oct 2020
- Independent Financial PartnersSep 2019 to Oct 2020
- Ameritas Investment CorpOct 2018 to Sep 2019
- Woodbury Financial Services IncMar 2016 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (FL).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4498410
- Firm CRD
- 23131