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CJ

Charles V. Johnson

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CRD#: 1939680
CJ

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.

Charles Victor Johnson, CFP®, who also goes by Chuck Johnson, was a registered financial professional .

Charles is a previously registered financial professional and started their career in finance in 1989. Charles had worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Chuck 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.
1) WALDEMER REALTY LLC - 152 HAMPSHIRE DR. GLASTONBURY CT 06033 - LLC - INVESTOR/owner of building - START DT:7/2011 - 2 HR/MO TRADE HRS - OBTAIN AND MANAGE COMMERCIAL REAL ESTATE - Owns one commercial Class A property at 100 Western Boulevard Glastonbury CT - NON-INVESTMENT RELATED

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®
CFP®

Experience


Past

February 15, 2018 - January 3, 2019

SSN ADVISORY, INC.

RIA
CRD#: 126090
Glastonbury, CT
Past

January 25, 2005 - February 24, 2025

ADVICEONE ADVISORY SERVICES, LLC

RIA
CRD#: 111614
GLASTONBURY, CT
Past

January 6, 2005 - December 5, 2019

SECURITIES SERVICE NETWORK, LLC

BD
CRD#: 13318
GLASTONBURY, CT
Past

February 3, 1999 - January 7, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
EAST HARTFORD, CT
Past

April 18, 1989 - January 7, 2005

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

April 18, 1989 - January 7, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

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
Series 63
Date: 9/11/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


SA
SSN ADVISORY, INC.
SSN ADVISORY, INC. | SSNAI

CRD#: 126090 / SEC#: 801-61989

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Contact information


Main Address
9729 Cogdill Road Suite 301, Knoxville, TN 37932
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

ENCOMPASS SMA WRAP FEE PROGRAM BROCHURE (8/14/2020)

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


SSN ADVISORY, INC.

CRD#: 126090

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Contact information


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