Jeff Johnson Email & Phone Number
Investment Advisor Representative @ Portside Wealth Group
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Jeff Johnson Location
- Salt Lake City, UT, US
Jeff Johnson Work
- 2025 -now Investment Advisor Representative @
- 2018 -2025 Wealth Advisor @ ARS Investment Advisors, Inc.
- 2015 -2018 Certified Financial Planner @ Allegis Investment Services
- 2001 -2015 Financial Planner @
- 2008 -2012 Agency Compliance Officer @
- 1998 -2001 Equity and Options Trader @
Jeff Johnson Education
- Utah State University
Bachelor of Arts (B.A.) (Finance)
1991-1997
Jeff Johnson Skills
- Investments
- Retirement Planning
- 401k
- Series 7
- Financial Planning
- IRAs
- FINRA
- Life Insurance
- Mutual Funds
- Retirement
- Investment Advisory
- Portfolio Management
- Customer Service
- Finance
- Financial Services
- Securities
- Wealth Management
- 401k Rollovers
- Variable Annuities
- Stock Market
- Strategic Planning
- Training
- Project Planning
Jeff Johnson Summary
- Jeff Johnson, based in Salt Lake City, UT, US, is currently a Investment Advisor Representative at Portside Wealth Group. Jeff Johnson brings experience from previous roles at ARS Investment Advisors, Inc., Allegis Investment Services and Park Avenue Securities. Jeff Johnson holds a 1991 - 1997 Bachelor of Arts (B.A.) in Finance @ Utah State University. With a robust skill set that includes Investments, Retirement Planning, 401k, Series 7, Financial Planning and more. Jeff Johnson has 2 emails and 2 mobile phone numbers on RocketReach.
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