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Jared Robert Johnson

Genuine Wealth Advisors, LLC

Indianapolis, IN

CRD 5866693

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Employer firm

Genuine Wealth Advisors, LLC CRD 313842

$76.5M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Genuine Wealth Advisors, Llc

10475 Crosspoint Blvd. Suite 250, Indianapolis, IN 46256 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2021-04-14
  • IN RA
    APPROVED
    Since 2021-04-14

Branch Locations

10475 Crosspoint Blvd. Suite 250, Indianapolis, IN 46256 • 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
Tiaa-Cref Individual & Institutional Services, Llc Carmel IN 07/2013 11/2020
Advice And Planning Services Carmel IN 08/2013 11/2020
Genuine Wealth Management, Llc Greenfield IN 12/2020 09/2021
Jared Johnson, Sole Proprietor Carmel IN 02/2008 Present
Genuine Wealth Advisors Llc Indianapolis IN 03/2021 Present
Cisco Systems Carmel IN 11/2021 Present
Previous Registrations
Other Businesses

1) JARED JOHNSON, SOLE PROPRIETOR; INVESTMENT RELATED; INSURANCE AGENT; START DATE 02/2008; CARMEL, IN; NOT ACTIVELY SELLING INSURANCE 2) Cisco Systems; Investment related: No; Location: 11711 N. Meridian St #700, Carmel, IN 46032; Description: Software Sales; Position Title: Sales Specialist; Responsibilities Duties: Manage Software sales process; Start date: 2021-11-30; Hours during trading hours: 40; Hours outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 90.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-08-13
S63 Uniform Securities Agent State Law Examination 2011-03-11
  • S66 Uniform Combined State Law Examination
    2013-08-13
  • S63 Uniform Securities Agent State Law Examination
    2011-03-11

View on SEC IAPD

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