James Peter Mortenson

Employer firm

Johnson Wealth Management, LLC CRD 123105

$323M regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• 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

• 07/2018 → 09/2023
  Cwm, Llc
  Omaha, NE
• 02/2018 → 12/2019
  Creighton University
  Omaha, NE
• 08/2013 → 12/2018
  Minnesota State University Of Moorhead
  Moorhead, MN
• 06/2017 → 12/2018
  Dakota Business Lending
  Fargo, ND
• 11/2021 → 09/2023
  Cwm, Llc
  Chicago, IL
• 09/2023 → Present
  Johnson Wealth Management, Llc
  Grand Forks, ND

Previous Registrations

• 2020-06-19 → 2023-09-06
  Cwm, Llc
  Omaha, NE
  Palentine, IL
  Valparaiso, IN
  Northbrook, IL
  Farmington Hills, MI

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-05-30

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Jp Mortenson
• James P Mortenson