JJ
Jennifer W. Johnson
THREE MAGNOLIAS FINANCIAL ADVISORS
Winston Salem, NC 27103
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CRD#: 4707808
JJ
Professional summary
Jennifer Wingler Johnson, CFP®, who also goes by Jennifer Mae Wingler, is a registered financial advisor currently at THREE MAGNOLIAS FINANCIAL ADVISORS located in Winston Salem, North Carolina and PRIVATE CLIENT SERVICES, LLC located in Winston-salem, North Carolina.
Jennifer is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Jennifer has worked at 5 firms and has passed the Series 66, Series 52TO, SIE, Series 7, Series 53 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jennifer Mae Wingler
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) Three Magnolias Financial Advisors. 110 Oakwood Drive, Ste 480, Winston-Salem, NC 27103. Advisory business. Principal and investment advisor representative. 150 hrs/mo; 150 during trading hrs. Invetment related. 2) Boonville United Methodist Church. 116 N Carolina Ave, Boonville, NC 27011. Local congregation of United Methodist Church. Youth Leader. 4 hrs/mo; 0 during trading hrs. Not investment related. 3) Fixed Insurance with various companies. 110 Oakwood Drive, Ste 480, Winston-Salem, NC 27103. Fixed insurance. Insurance agent. 1 hr/mo; 1 during trading hrs. Not investment related. 4) Reynolda Rotary Club. 3331 Union Knoll Drive, Winston-Salem, NC 27107. Rotary is a global network of 1.4 million neighbors, friends, leaders and problem-solvers who see a world where people unite and take action to create lasting change- across the globe, in our communities, and in ourselves. Member and serve on the membership committee. 4 hrs/mo; 4 during trading hrs. Not investment related. 5) Blue Rock Wealth Management dba Three Magnolias Financial Advisors. 110 Oakwood Drive, Ste 480, Winston-Salem, NC 27103. Owner. 40 hrs/mo; 40 during trading hrs. Not investment related. 6) Shallowford Foundation. 3540 Clemmons Rd, PO Box 567, Clemmons, NC 27012. Community Foundation. Serve on the board and the investment committee. 1 hr/mo; 0 during trading hrs. Not investment related.
CRS (Client Relationship Summary) - RIA
Click below to view Jennifer Wingler 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®
CFP®
Start date: 2008
Experience
Current
September 16, 2008 - Present
THREE MAGNOLIAS FINANCIAL ADVISORS
Office #1: 110 Oakwood Drive Suite 480, Winston Salem, NC 27103RIA
CRD#: 114471
Winston Salem, NC
Current
June 10, 2024 - Present
PRIVATE CLIENT SERVICES, LLC
Office #1: 110 Oakwood Dr, Ste 480, Winston-salem, NC 27103RIA
BD
CRD#: 120222
Winston-Salem, NC
Past
June 20, 2005 - June 12, 2024
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
WINSTON-SALEM, NC
Past
November 11, 2003 - December 31, 2004
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
HIGH POINT , NC
Past
November 11, 2003 - December 31, 2004
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
November 11, 2003 - December 31, 2004
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
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".
TM
THREE MAGNOLIAS FINANCIAL ADVISORS
BLUE ROCK ADVISORS, LLC | THREE MAGNOLIAS FINANCIAL ADVISORS, LLC | THREE MAGNOLIAS FINANCIAL ADVISORS | HUNT COLLINS & ASSOCIATES, LLC | BLUE ROCK WEALTH MANAGEMENT, LLC
CRD#: 114471 / SEC#: 801-60460
RIA
Registered Investment Advisory firm - (7/30/2001 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.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
Alabama(6/10/2024)
RR
Florida(6/10/2024)
RR
Georgia(7/22/2024)
RR
Missouri(1/13/2025)
RR
New York(9/16/2024)
IAR
North Carolina(9/16/2008)
RR
North Carolina(6/10/2024)
RR
Ohio(6/10/2024)
RR
South Carolina(6/10/2024)
RR
Texas(1/2/2025)
RR
Virginia(6/10/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 6/10/2024
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
TM
THREE MAGNOLIAS FINANCIAL ADVISORS
BLUE ROCK ADVISORS, LLC | THREE MAGNOLIAS FINANCIAL ADVISORS, LLC | THREE MAGNOLIAS FINANCIAL ADVISORS | HUNT COLLINS & ASSOCIATES, LLC | BLUE ROCK WEALTH MANAGEMENT, LLC
CRD#: 114471 / SEC#: 801-60460
RIA
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Contact information
Main Address
110 Oakwood Drive Suite 480, Winston Salem, NC 27103
Mailing Address
Phone number
(336) 701-1600
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,471 |
| AUM (Assets Under Management) | $ 414,201,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
