James Peter Mortenson
Investment adviser representative at Johnson Wealth Management, LLC
13 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$323.4MFirm 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
13 years in the industry.
- Johnson Wealth Management, LLCSep 2023 to now
- Cwm, LLCJul 2018 to Sep 2023
- Creighton UniversityFeb 2018 to Dec 2019
- Dakota Business LendingJun 2017 to Dec 2018
- Minnesota State University of MoorheadAug 2013 to Dec 2018
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (MN, ND).
Johnson Wealth Management, LLC
$323.4MAssets managed
169Clients
3Advisers
9 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
- 7007407
- Firm CRD
- 123105