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Inactive

James Peter Mortenson

Johnson Wealth Management, LLC

Grand Forks, ND

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Current Employers
Johnson Wealth Management, Llc

214 North 4Th Street Ste 123, Grand Forks, ND 58203 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-06-04
ND RA APPROVED 2023-10-02
  • MN RA
    APPROVED
    Since 2026-06-04
  • ND RA
    APPROVED
    Since 2023-10-02

Branch Locations

214 North 4Th Street Ste 123, Grand Forks, ND 58203 • 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
Cwm, Llc Omaha NE 07/2018 09/2023
Creighton University Omaha NE 02/2018 12/2019
Minnesota State University Of Moorhead Moorhead MN 08/2013 12/2018
Dakota Business Lending Fargo ND 06/2017 12/2018
Cwm, Llc Chicago IL 11/2021 09/2023
Johnson Wealth Management, Llc Grand Forks ND 09/2023 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-05-30
  • S65 Uniform Investment Adviser Law Examination
    2020-05-30
Designations
Other Names
  • Jp Mortenson
  • James P Mortenson

View on SEC IAPD

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Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · GRAND FORKS, ND
LPL FINANCIAL LLC · GRAND FORKS, ND
LPL FINANCIAL LLC · GRAND FORKS, ND
THRIVENT INVESTMENT MANAGEMENT INC. · GRAND FORKS, ND
EDWARD JONES · GRAND FORKS, ND
EDWARD JONES · GRAND FORKS, ND
EDWARD JONES · GRAND FORKS, ND
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · GRAND FORKS, ND

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