Jeffery J Johnson

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY 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

• 07/2011 → Present
  Lpl Financial Llc
  Chicago, IL

Previous Registrations

• 2010-03-09 → 2011-06-09
  Morgan Stanley
  Riverwoods, IL

Other Businesses

(1) 09/19/2013 - PROPERTY & CASUALTY INSURANCE - I WOULD BE MARKETING FOR KAREN CRANE INSURANCE FOR THEIR PROPERTY AND CASUALTY INSURANCE PRODUCTS. - 5% OF TIME SPENT - GLENVIEW, IL (2) 6/15/2020 - Grace Street Financial Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 06/29/2020 - 0 Hours Per Month. (3) 6/15/2020 - Grace Street Financial Advisory - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 06/29/2020 - 0 Hours Per Month. (4) 6/16/2020 - Grace Street Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 06/29/2020 - 0 Hours Per Month. (5) 3/2/2021 - No Business Name - Investment Related - Chicago, IL 60641 - Real Estate Rental - Started 08/30/2019 - 3 Hours Per Month/0 Hours During Securities Trading - Two flat/unit rental. (6) 4/19/2024 - No Business Name - Inv Related - South Haven, MI - Real Estate Rental - Started: 5/24/2022 - 1 Hrs/Mo; 0 Hr During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2010-03-08

Other Names

• Jeff Johnson
• Jeff Jonathon Johnson