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JJ

Jared Robert Johnson

GENUINE WEALTH ADVISORS
INDIANAPOLIS, IN
·CRD# 5866693·15 years experience

Professional Summary

Jared Robert Johnson is a registered financial advisor currently at GENUINE WEALTH ADVISORS, LLC located in Indianapolis, Indiana. Jared is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Jared has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

15 years in the financial services industry

Current & Past Employments

GENUINE WEALTH ADVISORS, LLC·CRD# 313842
RIA
10475 Crosspoint Blvd. Suite 250, Indianapolis, IN 46256
April 14, 2021 - Present
GENUINE WEALTH MANAGEMENT·CRD# 175003
RIA
Greenfield, IN
December 17, 2020 - September 30, 2021
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC·CRD# 20472
RIA
Carmel, IN
August 13, 2013 - November 13, 2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC·CRD# 20472
BD
Carmel, IN
July 31, 2013 - November 13, 2020
CHARLES SCHWAB & CO., INC.·CRD# 5393
BD
Indianapolis, IN
March 9, 2011 - June 25, 2013

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Current Firm

GW
GENUINE WEALTH ADVISORS, LLC

GENUINE WEALTH | GENUINE WEALTH ADVISORS, LLC

CRD#: 313842
Indiana
Registered Investment Advisory firm - Indiana (4/14/2021 Approved)
Texas
Registered Investment Advisory firm - Texas (3/28/2022 Conditional Restricted)

Contact Information

Main Address

10475 Crosspoint Blvd. Suite 250, Indianapolis, IN 46256

Phone Number

(317) 207-5596

# of Employees

3

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

102

AUM (Assets Under Management)

$76,493,534

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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) JARED JOHNSON, SOLE PROPRIETOR; INVESTMENT RELATED; INSURANCE AGENT; START DATE 02/2008; CARMEL, IN; NOT ACTIVELY SELLING INSURANCE 2) Cisco Systems; Investment related: No; Location: 11711 N. Meridian St #700, Carmel, IN 46032; Description: Software Sales; Position Title: Sales Specialist; Responsibilities Duties: Manage Software sales process; Start date: 2021-11-30; Hours during trading hours: 40; Hours outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 90.

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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.
IAR
Indiana
(4/14/2021)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Aug 2013About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 2011About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Mar 2011About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Jared Robert Johnson's CRS (Customer Relationship Summary).

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