Jeffrey Carter Johnson

Current Employers

Employment History

• 10/2015 → 01/2024
  Woodbury Financial Services Inc
  Lombard, IL
• 01/2024 → Present
  Osaic Wealth, Inc.
  Lombard, IL

Previous Registrations

• 2020-01-15 → 2024-01-19
  Woodbury Financial Services, Inc.
  Lombard, IL
  Lombard, IL
  Naples, FL

Other Businesses

1. JEFF JOHNSON POSITION: Insurance Agent NATURE: Life Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2001 ADDRESS: 2N270 Swift Rd, Lombard IL 60148 DESCRIPTION: Sales and Service of life insurance policies 2. LICENSED REAL ESTATE BROKER- CHARLES RUTENBERG REALTY POSITION: Licensed Broker NATURE: Self Employed INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2012 ADDRESS: 3135 Book Rd, Naperville IL 60563, United States DESCRIPTION: Help clients buy and sell homes 3. DCT CHARITIES POSITION: Board of Directors NATURE: Non Profit Charity INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 15 Spring Lane, Barrington IL 60010, United States DESCRIPTION: Oversee and organize events 4.DCT TAX PLANNING AND CONSULTING POSITION: Partner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2026 ADDRESS: 15 Spring Lane, Barrington IL 60010, United States DESCRIPTION: Clients call during tax season and ask for advice related to what they can write off and estimated payments throughout the year

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-11-22
• S63 Uniform Securities Agent State Law Examination
  2002-02-22