Jason Christian Johnson

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 08/2002 → 03/2020
  Ameriprise Financial Services, Inc.
  Bethlehem, PA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Allentown, PA

Other Businesses

Business Ownership; Windsor Way Tax Service; To do taxes (this is an update on a previous submission I changed the name and added a website); Tax Preparation; 7918 Main street, #283, , Fogelsville, PA, 18051; Not Investment-Related; 04/15/2020; 1 to 9 hours per month; 0 during trading hours. Outside Employment; taxfyle.com; Independent Contractor - They refer people who want to have there taxes done. I complete the tax return and receive a fee per return I complete. They would issue a 1099 at the end of the year. I am technically not "employed" by them but I would recieve a fee for service. I get to choose the returns I work on, they just refer the people. This would be done through my existing OBA (see tax activities).; ; 2911 Grand Avenue Suite 100A, , Coconut Grove, FL, 33133; Not Investment-Related; 12/01/2022; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2002-11-14