Best Investors
Account
Sign in
Johnson Private Wealth Management, LLC CRD 169413
$37.3M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1990 Main Street, Suite 750, Sarasota, FL 34236 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2015-04-15 |
Branch Locations
1990 Main Street, Suite 750, Sarasota, FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Firstmerit Bank, N.A. | Mt. Prospect | IL | 05/2012 | Present |
| Johnson Private Wealth Management, Llc | Chicago | IL | 04/2015 | Present |
TRADITIONAL INSURANCE PRODUCTS ARE OFFERED THROUGH AFFILIATED AGENCY
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-04-19 |
Reach out to this advisor