Jeffrey Johnson
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 Johnson, CFP®, who also goes by Jeffrey Joseph Jankowski, was a registered financial professional .
Jeffrey is a previously registered financial professional and started their career in finance in 1986. Jeffrey had worked at 11 firms and has passed the Series 63, Series 7, Series 6, Series 51 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 1989
Experience
February 21, 2018 - July 24, 2025
AMERICAN PORTFOLIO MANAGEMENT, LLC
July 27, 2012 - December 31, 2017
AMERICAN PORTFOLIO MANAGEMENT, LLC
July 30, 2010 - September 2, 2010
FORTA FINANCIAL GROUP, INC.
May 26, 2009 - August 10, 2009
CALTON & ASSOCIATES, INC.
February 9, 2009 - June 5, 2009
TRUSTMONT FINANCIAL GROUP, INC.
February 7, 2008 - December 31, 2009
AMERICAN PORTFOLIO MANAGEMENT, INC.
September 9, 2002 - February 13, 2009
NEXT FINANCIAL GROUP, INC.
September 6, 2002 - February 13, 2009
NEXT FINANCIAL GROUP, INC.
March 9, 1999 - September 9, 2002
NATIONS FINANCIAL GROUP, INC.
June 11, 1996 - March 8, 1999
SECURITIES SERVICE NETWORK, LLC
March 15, 1994 - June 10, 1996
SECURITIES AMERICA, INC.
August 6, 1991 - March 15, 1994
TRANSAMERICA FINANCIAL ADVISORS, LLC
December 22, 1986 - August 10, 1987
SIGNATOR INVESTORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
AMERICAN PORTFOLIO MANAGEMENT, LLC
CRD#: 155557 / SEC#: 801-71947
Contact information
Regulatory assets under management
| Total Number of Accounts | 5 |
| AUM (Assets Under Management) | $ 5,700,000 |
Red Flags
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