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GJ

Glenn B. Johnson

JABEZ FINANCIAL
Uncasville, CT 06382
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CRD#: 4333813
GJ

Professional summary


Glenn Bradford Johnson is a registered financial advisor currently at JABEZ FINANCIAL, LLC located in Uncasville, Connecticut.

Glenn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Glenn has worked at 6 firms and has passed the Series 65, Series 63 and Series 6 exams.

top-8-questions

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.
Insurance sales; investment-related; Uncasville, CT; Insurance Agent; approximately 15 hrs/mo during trading hours; sales of various insurance products.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Glenn Bradford Johnson's 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

March 14, 2018 - Present

JABEZ FINANCIAL, LLC

Office #1: 1031 Route 32 Unit 10, Uncasville, CT 06382
RIA
CRD#: 292819
Uncasville, CT
Past

March 6, 2007 - March 5, 2018

SJ FINANCIAL SERVICES, LLC

RIA
CRD#: 125224
WATERFORD, CT
Past

January 1, 2006 - December 31, 2006

SJ FINANCIAL SERVICES, LLC

RIA
CRD#: 125224
WATERFORD, CT
Past

March 11, 2003 - December 31, 2005

SJ FINANCIAL SERVICES, LLC

RIA
CRD#: 125224
GALES FERRY, CT
Past

January 14, 2003 - February 10, 2003

MUTUAL SERVICE CORPORATION

RIA
CRD#: 4806
GALES FERRY, CT
Past

January 8, 2003 - July 8, 2003

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
BOSTON, MA
Past

July 11, 2002 - December 19, 2002

INVESTORS CAPITAL CORP.

BD
CRD#: 30613
LYNNFIELD, MA
Past

February 26, 2001 - July 11, 2002

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

February 26, 2001 - July 11, 2002

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA

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
Connecticut
(3/14/2018)

Exams


State Security Law Exam
IAR
Series 65
Date: 1/13/2003
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


JF
JABEZ FINANCIAL, LLC
FINANCIAL STRATEGIES, LLC | JABEZ FINANCIAL, LLC

CRD#: 292819 / SEC#:

Connecticut
Registered Investment Advisory firm - (3/14/2018 Approved)
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Contact information


Main Address
1031 Route 32 Unit 10, Uncasville, CT 06382
Mailing Address
Phone number
(860) 390-0093
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts119
AUM (Assets Under Management)$ 7,942,000

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


JABEZ FINANCIAL, LLC

CRD#: 292819Uncasville, CT 06382

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