Jason M. Johnson

PINE GROVE FINANCIAL GROUP

Minnetonka, MN 55305

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CRD#: 4162796

Professional summary

Jason Michael Johnson, CFP® is a registered financial advisor currently at PINE GROVE FINANCIAL GROUP located in Minnetonka, Minnesota.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Jason has worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 02/2018 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELL LIFE, ANNUITIES AND LONG TERM CARE 2. NAME OF OTHER BUSINESS: ADVISORNET FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 01/2018 POSITION/TITLE/RELATIONSHIP: REGISTERED REPRESENTATIVE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES 3. NAME OF OTHER BUSINESS: KADENCE WEALTH INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 2/2018 POSITION/TITLE/RELATIONSHIP: REGISTERED REPRESENTITIVE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES 4. NAME OF OTHER BUSINESS: ADVISORNET WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY BUSINESS POSITION/TITLE/RELATIONSHIP: ADVISORY REPRESENTATIVE START DATE: 3/2018 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING AND ASSET MANAGEMENT

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Michael 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®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

October 1, 2020 - Present

PINE GROVE FINANCIAL GROUP

Office #1: 13100 Wayzata Blvd., Suite 300, Minnetonka, MN 55305

RIA

CRD#: 308193

Minnetonka, MN

Past

April 6, 2018 - October 5, 2020

ADVISORNET WEALTH PARTNERS

RIA

CRD#: 113074

Minnetonka, MN

Past

March 23, 2018 - March 6, 2020

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

MINNEAPOLIS, MN

Past

February 26, 2018 - March 6, 2020

CETERA WEALTH SERVICES, LLC

CRD#: 13572

MINNEAPOLIS, MN

Past

March 6, 2017 - February 26, 2018

COREBRIDGE CAPITAL SERVICES, INC.

CRD#: 13158

WOODLAND HILLS, CA

Past

July 19, 2016 - March 4, 2017

BLUEROCK CAPITAL MARKETS LLC

CRD#: 136974

NEW YORK, NY

Past

October 20, 2015 - July 14, 2016

KBS CAPITAL MARKETS GROUP LLC

CRD#: 132299

NEWPORT BEACH, CA

Past

June 10, 2014 - November 13, 2015

CCO CAPITAL, LLC

CRD#: 31147

PHOENIX, AZ

Past

December 16, 2010 - May 27, 2014

KBS CAPITAL MARKETS GROUP LLC

CRD#: 132299

NEWPORT BEACH, CA

Past

February 23, 2009 - December 14, 2010

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

CRD#: 5496

WELLESLEY HILLS, MA

Past

June 16, 2008 - February 25, 2009

PACIFIC SELECT DISTRIBUTORS, LLC

CRD#: 4452

NEWPORT BEACH, CA

Past

November 28, 2005 - June 12, 2008

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

RADNOR, PA

Past

January 3, 2001 - November 18, 2005

ALLIANZ LIFE FINANCIAL SERVICES, LLC

CRD#: 612

MINNEAPOLIS, MN

Past

June 26, 2000 - November 6, 2000

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

EDISON, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PINE GROVE FINANCIAL GROUP

GRAY PINES WEALTH MANAGEMENT | PINE GROVE FINANCIAL GROUP | MLG WEALTH MANAGEMENT, INC. | KADENCE WEALTH

CRD#: 308193 / SEC#: 801-118868

RIA

Registered Investment Advisory firm - (6/5/2020 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(10/1/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/22/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/23/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/28/2010

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/21/2000

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PINE GROVE FINANCIAL GROUP

GRAY PINES WEALTH MANAGEMENT | PINE GROVE FINANCIAL GROUP | MLG WEALTH MANAGEMENT, INC. | KADENCE WEALTH

CRD#: 308193 / SEC#: 801-118868

RIA

Registered Investment Advisory firm - (6/5/2020 Approved)

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Contact information

Main Address

796 Bielenberg Dr. Suite 103, Woodbury, MN 55125

Mailing Address

Phone number

(651) 714-0323

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PINE GROVE FINANCIAL GROUP ADV PART 2A (2/12/2025)

Regulatory assets under management

Total Number of Accounts	4,081
AUM (Assets Under Management)	$ 1,247,926,037

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.

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Advisor Monitoring

Firm Stability Insights

Jason M. Johnson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Michael Johnson's CRS (Customer Relationship Summary).

Certified licenses

Experience

ADVISORNET WEALTH PARTNERS

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

COREBRIDGE CAPITAL SERVICES, INC.

BLUEROCK CAPITAL MARKETS LLC

KBS CAPITAL MARKETS GROUP LLC

CCO CAPITAL, LLC

KBS CAPITAL MARKETS GROUP LLC

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

PACIFIC SELECT DISTRIBUTORS, LLC

LINCOLN FINANCIAL DISTRIBUTORS, INC.

ALLIANZ LIFE FINANCIAL SERVICES, LLC

FORESTERS FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

PINE GROVE FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 3/22/2018

Series 63

Date: 6/23/2000

SIE

Date: 10/1/2018

Series 7

Date: 12/28/2010

Series 6

Date: 6/21/2000

Current Firm

PINE GROVE FINANCIAL GROUP

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PINE GROVE FINANCIAL GROUP

TRUST BUT VERIFY

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