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JJ

Jan H. Johnson

ABACUS INVESTMENTS
Lake tomahawk, WI
Some features on this profile are disabled
CRD#: 2262345
JJ

Professional summary


Jan Howard Johnson is a registered financial professional currently at ABACUS INVESTMENTS, INC. located in Lake Tomahawk, Wisconsin.

Jan is registered as a RR (Registered Representative) and started their career in finance in 1992. Jan has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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) - BD


Click below to view Jan Howard Johnson's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

September 14, 2009 - Present

ABACUS INVESTMENTS, INC.

BD
CRD#: 35127
Lake tomahawk, WI
Past

September 15, 2005 - October 2, 2009

M&I FINANCIAL ADVISORS, INC

RIA
CRD#: 16517
RHINELANDER, WI
Past

February 2, 2004 - October 2, 2009

M&I FINANCIAL ADVISORS, INC

BD
CRD#: 16517
RHINELANDER, WI
Past

October 9, 1992 - February 5, 2004

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

October 9, 1992 - February 5, 2004

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.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(9/12/2023)
RR
Indiana
(3/24/2020)
RR
Texas
(10/16/2024)
RR
Wisconsin
(9/14/2009)

Exams


State Security Law Exam
IAR
Series 65
Date: 11/1/2005
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


AI
ABACUS INVESTMENTS, INC.
ABACUS INVESTMENTS, INC.

CRD#: 35127 / SEC#: , 8-46571

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


Main Address
S33 W35676 Meadow Trail, Dousmans, WI 53118
Mailing Address
S33 W35676 Meadow Trail, Dousman, WI 53118
Phone number
(262) 431-4095
Established
Wisconsin since 09/07/1993
Firm type
Corporation
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (16 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
MONEY CONCEPTS INTERNATIONAL, INC.OWNER
HOHENSEE, FREDERICK EARLPRESIDENT - CHIEF COMPLIANCE OFFICER1431948

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


ABACUS INVESTMENTS, INC.

CRD#: 35127Lake Tomahawk, WI

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