Jake Robert Johnston

Current Employers

Employment History

• 07/2022 → 09/2023
  Sagepoint Financial
  Milwaukee, WI
• 08/2018 → 05/2022
  Minnesota State University - Mankato
  Mankato, MN
• 09/2014 → 08/2018
  Waukesha North High School
  Waukesha, WI
• 09/2023 → Present
  Osaic Wealth, Inc.
  Milwaukee, WI

Previous Registrations

• 2022-09-20 → 2023-09-01
  Osaic Services, Inc.
  Milwaukee, WI

Other Businesses

1. JAKE JOHNSTON POSITION: Agent NATURE: Agent/Individual INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 03/03/2025 ADDRESS: 1200 N. Mayfair Rd Suite 300, Milwaukee WI 53226 DESCRIPTION: Selling fixed insurance, such as life insurance and fixed annuities. 2. HIGH POINT CAPITAL GROUP POSITION: Financial Advisor NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 40 START DATE: 03/01/2025 ADDRESS: 1200 N Mayfair Rd. Suite 300, Milwaukee WI 53226 DESCRIPTION: Portfolio management, prospecting and processing paperwork and applications 3. FIRST TEAM FINANCIAL POSITION: Tax Preparer NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 02/10/2025 ADDRESS: 8112 W Bluemound Rd Suite 94, Milwaukee WI 53213 DESCRIPTION: Preparing tax returns. This is only during the first 4 months of the year until Tax day on April 15th

Exams

• S66 Uniform Combined State Law Examination
  2022-09-17