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JJ

Jeffrey L. Johnson

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CRD#: 1084966
JJ

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jeffrey Lane Johnson, who also goes by Jeff Johnson, was a registered financial professional .

Jeffrey is a previously registered financial professional and started their career in finance in 1996. Jeffrey had worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jeff Johnson

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

December 9, 2014 - August 29, 2016

PENTEGRA DISTRIBUTORS INC.

BD
CRD#: 26249
WHITE PLAINS, NY
Past

January 5, 2006 - May 19, 2014

THORNBURG INVESTMENT MANAGEMENT INC

RIA
CRD#: 106357
PHOENIX, AZ
Past

January 3, 2006 - May 19, 2014

THORNBURG SECURITIES LLC

BD
CRD#: 14857
SANTA FE, NM
Past

May 27, 2005 - December 6, 2005

PRINCIPAL SECURITIES, INC.

RIA
CRD#: 1137
PHOENIX, AZ
Past

April 29, 2005 - December 6, 2005

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
DES MOINES, IA
Past

May 20, 2003 - January 10, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
PHOENIX, AZ
Past

September 28, 2000 - January 10, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

September 18, 1996 - September 19, 1997

M&I FINANCIAL ADVISORS, INC

BD
CRD#: 16517
MILWAUKEE, WI

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 5/14/2003
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


PD
PENTEGRA DISTRIBUTORS INC.
PENTEGRA DISTRIBUTORS INC. | RETIREMENT SYSTEM DISTRIBUTORS INC.

CRD#: 26249 / SEC#: , 8-42445

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information


Main Address
701 Westchester Avenue Suite 320e, White Plains, NY 10604
Mailing Address
701 Westchester Avenue Suite 320e, White Plains, NY 10604
Phone number
(914) 821-9554
Established
Delaware since 05/25/1989
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
PENTEGRA SERVICES INC.PARENT COMPANY
ERNST, LARS GERHARDDIRECTOR, VP AND CCO5197938
FINNEGAN, KEVIN ODIRECTOR
WIETSMA, ERIC HANSDIRECTOR AND PRESIDENT3167584

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


PENTEGRA DISTRIBUTORS INC.

CRD#: 26249

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