Jeffrey Allen Johnson

Employer firm

Old Mission Investment Company, LLC CRD 140381

$929M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• CONSULTATION SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2006 → Present
  Old Mission Investments
  Traverse City, MI
• 05/2006 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2006-04-24 → 2006-05-30
  Wells Fargo Clearing Services, Llc
  Traverse City, MI

Other Businesses

1.OLD MISSION INVESTMENT CO., 880 MUNSON AVENUE, SUITE B, TRAVERSE CITY MI 49686. REGISTERED INVESTMENT ADVISORY, REPRESENTATIVE. 100 HOURS/MONTH, 80 DURING TRADING HOURS. 2. OLD MISSION TRUST CO LLC. 880 MUNSON AVE, STE B, TRAVERS CITY MI 49686, TRUST SERVICES, 06/2012, 4HRPMNTH. TRUST COMPANY COMMITTE MEMBER, BOARD OF DIRECTORS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-07-18
• S63 Uniform Securities Agent State Law Examination
  1998-07-15