Jennifer Lynn Johnson

Employer firm

Harbour Investments, Inc. CRD 19258

$9.60B regulatory AUM 3,203 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 01/2005 → Present
  Nelson & Associates
  Lacrosse, WI
• 01/2013 → Present
  Self Employed
  Lacrosse, WI
• 01/2022 → Present
  Harbour Investments, Inc
  Madison, WI

Other Businesses

1)Nelson & Associates Financial Advisors, Inc - DBA 2)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 3)Nelson & Associates, SC | 700 3rd St N, Suite 201, La Crosse, WI 54601 | Shareholder | Description: Accounting, Consulting & Tax Preparation Services | Beginning 01/2005 | 180 hours per month, 130 hours during trading hours | Paid position | Not investment related 4)Mary M Westlund Family Foundation, Inc. | 28017 230th Street, Le Claire, IA 52753 | Director | Description: Determine annual gifting to charitable organization | Beginning 12/2007 | 1 hour per month, 1 during trading hours | Paid position | Investment related

Exams

• S66 Uniform Combined State Law Examination
  2022-03-06

Other Names

• Jennifer Lynn Swiggum