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JJ

Jared R. Johnson

GENUINE WEALTH ADVISORS
Indianapolis, IN 46256
Some features on this profile are disabled
CRD#: 5866693
JJ

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.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared Robert 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

April 14, 2021 - Present

GENUINE WEALTH ADVISORS, LLC

Office #1: 10475 Crosspoint Blvd. Suite 250, Indianapolis, IN 46256
RIA
CRD#: 313842
Indianapolis, IN
Past

December 17, 2020 - September 30, 2021

GENUINE WEALTH MANAGEMENT

RIA
CRD#: 175003
GREENFIELD, IN
Past

August 13, 2013 - November 13, 2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA
CRD#: 20472
CARMEL, IN
Past

July 31, 2013 - November 13, 2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
CARMEL, IN
Past

March 9, 2011 - June 25, 2013

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
INDIANAPOLIS, IN

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
Indiana
(4/14/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/13/2013
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 3/11/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/8/2011
General Securities Representative Examination

Current Firm

GW
GENUINE WEALTH ADVISORS, LLC
GENUINE WEALTH | GENUINE WEALTH ADVISORS, LLC

CRD#: 313842 / SEC#:

Indiana
Registered Investment Advisory firm - (4/14/2021 Approved)
Texas
Registered Investment Advisory firm - (3/28/2022 Conditional Restricted)
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Contact information

Main Address
10475 Crosspoint Blvd. Suite 250, Indianapolis, IN 46256
Mailing Address
Phone number
(317) 207-5596
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts100
AUM (Assets Under Management)$ 69,200,000

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

GENUINE WEALTH ADVISORS, LLC

CRD#: 313842Indianapolis, IN 46256

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