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Jennifer Wingler Johnson

Investment adviser representative at Three Magnolias Financial Advisors
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$487.1MFirm assets

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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

Experience

17 years in the industry.

  1. Private Client ServicesJun 2024 to now
  2. Three Magnoias Financial AdvisorsFeb 2009 to now
  3. Three Magnolias Financial AdvisorsSep 2008 to now
  4. Cetera Advisor Networks LLCJan 2013 to Jun 2024

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2003

State registrations

Registered as an investment adviser representative in 1 state (NC).

Three Magnolias Financial Advisors

Legal name: Three Magnolias Financial Advisors, LLC

$487.1MAssets managed
618Clients
5Advisers
25 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
4707808
Firm CRD
114471
Advisor's SEC record (opens in a new tab)
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