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Jason Michael Johnson

Pine Grove Financial Group

Minnetonka, MN

Woodbury, MN

CRD 4162796

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Employer firm

Pine Grove Financial Group CRD 308193

$1.49B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Pine Grove Financial Group

796 Bielenberg Dr. Suite 103, Woodbury, MN 55125-1412 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2020-10-01
  • MN RA
    APPROVED
    Since 2020-10-01

Branch Locations

13100 Wayzata Blvd., Suite 300, Minnetonka, MN 55305 • United States

796 Bielenberg Dr. Suite 103, Woodbury, MN 55125-1412 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bluerock Capital Markets, Llc Irvine CA 06/2016 02/2017
Aig Capital Services, Inc. Woodland Hills CA 03/2017 02/2018
American General Life Insurance Woodland Hills CA 03/2017 01/2018
Cetera Advisor Networks El Segundo CA 02/2018 03/2020
Kadence Wealth Minneapolis MN 02/2018 10/2020
Advisornet Wealth Management Minneapolis MN 04/2018 09/2020
Pine Grove Financial Group Minnetonka MN 10/2020 Present
  • 06/2016 → 02/2017
    Bluerock Capital Markets, Llc
    Irvine, CA
  • 03/2017 → 02/2018
    Aig Capital Services, Inc.
    Woodland Hills, CA
  • 03/2017 → 01/2018
    American General Life Insurance
    Woodland Hills, CA
  • 02/2018 → 03/2020
    Cetera Advisor Networks
    El Segundo, CA
  • 02/2018 → 10/2020
    Kadence Wealth
    Minneapolis, MN
  • 04/2018 → 09/2020
    Advisornet Wealth Management
    Minneapolis, MN
  • 10/2020 → Present
    Minnetonka, MN
Previous Registrations
  • 2018-04-06 → 2020-10-05
    Minnetonka, MN
    Minnetonka, MN
  • 2018-03-23 → 2020-03-06
    Cetera Wealth Services, Llc
    Minneapolis, MN
    Minnetonka, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-03-22
S63 Uniform Securities Agent State Law Examination 2000-06-23
  • S65 Uniform Investment Adviser Law Examination
    2018-03-22
  • S63 Uniform Securities Agent State Law Examination
    2000-06-23
Designations
  • Certified Financial Planner

View on SEC IAPD

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