Inactive

Jared August Johnson

Echo Wealth Management, LLC

CRD 7513994

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Employer firm

Echo Wealth Management, LLC CRD 174136

$288M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting

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

Current Employers

Echo Wealth Management, Llc

3033 Campus Drive Suite N145, Plymouth, MN 55441-2651 • United States

Current Registrations

Authority	Category	Status	Date
MN	RA	APPROVED	2022-06-29
TX	RA	APPROVED	2022-06-29

MN RA
APPROVED

Since 2022-06-29
TX RA
APPROVED

Since 2022-06-29

Branch Locations

3033 Campus Drive Suite N145, Plymouth, MN 55441 • 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

Organization	City	State	From	To
Echo Wealth Management, Llc	Plymouth	MN	06/2018	Present
Trust Point Inc.	La Crosse	WI	02/2017	09/2017
Full-Time Education	Winona	MN	08/2014	05/2018

06/2018 → Present

Echo Wealth Management, Llc

Plymouth, MN
02/2017 → 09/2017

Trust Point Inc.

La Crosse, WI
08/2014 → 05/2018

Full-Time Education

Winona, MN

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-06-29

S65 Uniform Investment Adviser Law Examination

2022-06-29

View on SEC IAPD

Nearby Firms

CS PLANNING CORP

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Nearby Investors

JACQUIE Kathleen LEMARR

Ronald Dean Moore

JUSTIN AARON HART

Nearby Offices

CS PLANNING CORP · PORTLAND, OR

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · PORTLAND, OR

ADVISORY SOLUTIONS GROUP · PORTLAND, OR

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