Jeffrey Joseph Johnson

Current Employers

Employment History

• 06/2003 → 07/2019
  Capital Financial Services, Inc.
  Minot, ND
• 07/2019 → Present
  Calton & Associates, Inc.
  Ames, IA

Previous Registrations

• 2016-08-09 → 2019-07-01
  Capital Financial Services, Inc.
  Minot, ND
  Ames, IA
  Ames, IA

Other Businesses

No. 1) Name of Business: Jeffrey J Johnson. Non-investment related. Address: 2721 Cleveland Dr., Ames, IA 50010. Nature of Business: Division 1 College Football Official. Position: Independent Contractor. Start Date: 09/01/1987. Hours/month: 40. Hours per month during Securities trading hours: 0. Duties/Responsibilities: Officiate Division 1 college football games in the MAC and Big Ten Conferences. Take online weekly quizzes and tests March-November. August - November and sometimes in December travel to colleges in the conferences above to officiate football on the weekends. Usually 10 Saturdays per year. No. 2) Name of Business: Vanbridge. Non-investment related. Address: 3206 Grand Ave. Suite 102, Ames, IA 50010. Nature of Business: Fixed Insurance - Term life quotes from insurance wholesale company. Position: Agent. Start Date: 07/01/1995. Hours/month: 8. Hours per month during Securities trading hours: 8. Duties/Responsibilities: Quote term life insurance for clients from my office in Ames. No. 3) Name of Business: Severson Insurance Agency. Non-investment related. Address: 3206 Grand Ave. Suite 102, Ames, IA 50010. Nature of Business: Life insurance and property casualty insurance. Position: Agent. Start Date: 01/01/1996. Hours/month: 6. Hours per month during Securities trading hours: 1. Duties/Responsibilities: Quote term life insurance, fixed universal life and car or homeowners' insurance for clients. No. 4) Name of Business: JJJohnson, LLC. Investment related. Address: 2721 Cleveland Dr, Ames, IA 50010. Nature of Business: Financial Services. Position: Owner/Sole Proprietor. Start Date: 03/29/2016. Hours/month: 50. Hours per month during Securities trading hours: 33. Duties/Responsibilities: Registered Representative, Investment Advisor Rep. Securities and Insurance, helping clients with long term savings goals using retirement plans, mutual funds, model portfolios, annuities and life insurance. Fixed insurance through various insurance companies.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-07-20
• S63 Uniform Securities Agent State Law Examination
  1993-01-20

Other Names

• Jeff Johnson