Jeanne J. Sutton
WELLTH ADVISORY SERVICES
Bowling Green, KY
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CRD#: 5603840
Professional summary
Jeanne Johnson Sutton, CFP®, who also goes by Jeanne Johnson Fisher, Jeanne Lynn Johnson, is a registered financial advisor currently at WELLTH ADVISORY SERVICES, LLC located in Bowling Green, Kentucky.
Jeanne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Jeanne has worked at 5 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeanne Johnson Fisher | Jeanne Lynn Johnson
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. WESTERN KENTUCKY UNIVERSITY-NO-1 BIG RED WAY, BOWLING GREEN KY 42101-HIGHER EDUCATION, PUBLIC UNIVERSITY-ADJUNCT PROFESSOR-08/15/09-15HRS/MO-TEACHING NIGHT CLASS.- 2. ARGI INVESTMENT SERVICES,LLC-YES-1733 CAMPUS PLAZA CT BOWLING GREEN KY 42101-FINANCIAL PLANNING-FINANCIAL ADVISOR-01/10/2010-100HR/MO 100HR DRNG TRDNG-FINANCIAL PLANNING/INVESTMENT MANAGEMENT. 3. ARGI BUSINESS SERVICES LLC-Y-1914 STANLEY GAULT PARKWAY LOUISVILLE, KY 40223-BUSINESS & TAX PLANNING-MANAGER-09/01/2010-15HRS-15HRS-COORDINATING MEETINGS, PROSPECTING FOR CLIENTS & MANAGING THE RELATIONSHIPS. 4. Flexmatch. 25434 Pairiewood Lane, Shorewood, IL 60404. Student Loan Matching Program: Distributor. Start Date: January 2020. Not investment related. 1 hour per month. 1 hour during trading hours. 5. NextGen Advisors. 323 Cumberland Ridge Court, Bowling Green, KY 42103. Financial Advisory Services. Advisor/Partner. Start date: January 2020. Not investment related. 40 hours per month. 40 hours during trading hours. 6. CFP Board Ambassador. 323 Cumberland Ridge Court, Bowling Green, KY 42103. Ambassador. Respond to Media inquiries. Start date: January 2015. Investment related. 3 hours per month. 3 hours during trading hours. 7. Rent BG LLC. 323 Cumberland Ridge Court, Bowling Green, KY 42103. Rental properties. Managing Member: Bookkeeping, property management. Start date: January 2014. Not investment related. 8 hours per month. 0 hours during trading hours. 8. Your Money Line. 25434 Prairiewood Lane, Shorewood, IL. Financial Wellness Solution: Sales Person. Start date: January 2020. Not investment related. 5 hours per month. 5 hours during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Jeanne Johnson Sutton'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: 2012
Experience
Current
June 28, 2024 - Present
WELLTH ADVISORY SERVICES, LLC
RIA
CRD#: 330537
Bowling Green, KY
Past
December 19, 2019 - January 3, 2020
CERITY PARTNERS OCIO LLC
RIA
CRD#: 151916
Bowling Green, KY
Past
December 19, 2019 - July 9, 2024
GLOBAL RETIREMENT PARTNERS LLC
RIA
CRD#: 172011
Bowling Green, KY
Past
January 27, 2010 - December 19, 2019
CERITY PARTNERS OCIO LLC
RIA
CRD#: 151916
LOUISVILLE, KY
Past
June 17, 2009 - July 20, 2012
NATIONAL PLANNING CORPORATION
RIA
CRD#: 29604
BOWLING GREEN, KY
Past
June 16, 2009 - July 20, 2012
NATIONAL PLANNING CORPORATION
BD
CRD#: 29604
BOWLING GREEN, KY
Past
March 18, 2009 - May 13, 2009
LPL FINANCIAL LLC
RIA
CRD#: 6413
LEXINGTON, KY
Past
January 22, 2009 - May 13, 2009
LPL FINANCIAL LLC
BD
CRD#: 6413
LEXINGTON, KY
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".
WA
WELLTH ADVISORY SERVICES, LLC
STRATEGIC RETIREMENT PARTNERS (SRP) | WELLTH ADVISORY SERVICES, LLC
CRD#: 330537 / SEC#: 801-130037
RIA
Registered Investment Advisory firm - (4/26/2024 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
Kentucky(6/28/2024)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
WA
WELLTH ADVISORY SERVICES, LLC
STRATEGIC RETIREMENT PARTNERS (SRP) | WELLTH ADVISORY SERVICES, LLC
CRD#: 330537 / SEC#: 801-130037
RIA
Registered Investment Advisory firm - (4/26/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Shorewood, IL
Mailing Address
Phone number
(866) 777-4015
Established
Firm type
Fiscal year end
# of Employees
72
SEC notice filing (44 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,338 |
| AUM (Assets Under Management) | $ 23,574,040,155 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
