Jorie B. Johnson
FINANCIAL FUTURES
Brielle, NJ 08730
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CRD#: 4740931
Professional summary
Jorie Barnett Johnson, CFP® is a registered financial advisor currently at FINANCIAL FUTURES located in Brielle, New Jersey.
Jorie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Jorie has worked at 1 firm .
Biography
Jorie Barnett Johnson holds the Certified Financial Planner® designation and has over 20 years experience in the financial services industry.
Ms. Johnson began her career with Prudential in Boston in their Institutional Real Estate Group, managing over $500 million in commercial real estate and mortgages. Ms. Johnson then moved to Granite Partners, an investment bank in New York City, where she worked with institutional investors. After Granite Partners, Ms. Johnson moved back home to New Jersey and joined Lenox, Inc. working in their corporate finance department.
After ten years in corporate and institutional finance, Ms. Johnson decided to shift her focus to helping individuals with their personal finances.
Education:
Graduated Cum Laude from Boston College’s Honors Program with a Bachelor’s of Science Degree in Finance.Recipient of Boston College’s Dean’s Letter of Commendation.Completed Fairleigh Dickinson University’s Financial Planning Program.Passed the Certified Financial Planner® exam.Attended the Financial Planning Association’s Residency Program.
Affiliations:
Member of NAPFA, the National Association of Personal Financial Advisors.Member of FPA, the Financial Planning Association.
Ms. Johnson has been quoted in:
New York TimesKiplinger’s MagazineWall Street JournalBusiness WeekWorking Mother
Question & Answer
What are your service offerings?
Insurance Planning
Education Planning
Investment Planning
Divorce Planning
Comprehensive Financial Planni...
Employee and Employer Plan Ben...
Estate Planning
Tax Planning
Retirement Planning
Small Business Planning
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
Women's Financial Planning Iss...
What is your minimum asset requirement?
500K
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jorie Barnett 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: 2002
Experience
Current
January 27, 2004 - Present
FINANCIAL FUTURES
Office #1: River Place Executive Center 1027 Nj-70, Suite 201, Brielle, NJ 08730RIA
CRD#: 128900
Brielle, 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".
FINANCIAL FUTURES
FINANCIAL FUTURES | FINANCIAL FUTURES LLC | FINANCIAL FUTURES LIMITED LIABILITY COMPANY
CRD#: 128900 / SEC#: 801-120637
RIA
Registered Investment Advisory firm - (3/29/2021 Approved)California
Registered Investment Advisory firm - (7/16/2021 Terminated)New Jersey
Registered Investment Advisory firm - (6/16/2021 Terminated)New York
Registered Investment Advisory firm - (6/16/2021 Terminated)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
New Jersey(1/27/2004)
Exams
Current Firm
FINANCIAL FUTURES
FINANCIAL FUTURES | FINANCIAL FUTURES LLC | FINANCIAL FUTURES LIMITED LIABILITY COMPANY
CRD#: 128900 / SEC#: 801-120637
RIA
Registered Investment Advisory firm - (3/29/2021 Approved)California
Registered Investment Advisory firm - (7/16/2021 Terminated)New Jersey
Registered Investment Advisory firm - (6/16/2021 Terminated)New York
Registered Investment Advisory firm - (6/16/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
River Place Executive Center 1027 Nj-70, Suite 201, Brielle, NJ 08730
Mailing Address
Phone number
(732) 722-7289
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 679 |
| AUM (Assets Under Management) | $ 217,381,717 |
Red Flags
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Company Information
FINANCIAL FUTURES
CRD#: 128900Brielle, NJ 08730TRUST BUT VERIFY
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Contact information
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