Jeremy R. Johnson

VERACITY WEALTH MANAGEMENT LLC

Oakbrook Terrace, IL 60181

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CRD#: 5868008

Professional summary

Jeremy Richard Johnson, CFP® is a registered financial advisor currently at VERACITY WEALTH MANAGEMENT LLC located in Oakbrook Terrace, Illinois.

Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Jeremy has worked at 3 firms .

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 Jeremy Richard 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^®

Certified Financial Planner

Start date: 2006

Experience

Current

December 15, 2017 - Present

VERACITY WEALTH MANAGEMENT LLC

Office #1: 17w220 22nd Street Suite 445, Oakbrook Terrace, IL 60181

RIA

CRD#: 290625

Oakbrook Terrace, IL

Past

December 16, 2011 - January 2, 2018

CAPSTONE FINANCIAL ADVISORS INC

RIA

CRD#: 109341

DOWNERS GROVE, IL

Past

January 11, 2011 - December 12, 2011

WHITNELL & CO

RIA

CRD#: 104633

OAK BROOK, IL

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

Illinois
(12/15/2017)

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

Current Firm

VERACITY WEALTH MANAGEMENT LLC

CRD#: 290625 / SEC#:

Illinois

Registered Investment Advisory firm - (11/17/2017 Approved)

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Contact information

Main Address

17w220 22nd Street Suite 445, Oakbrook Terrace, IL 60181

Mailing Address

Phone number

(630) 397-0630

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	97
AUM (Assets Under Management)	$ 46,440,084

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.

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Jeremy R. Johnson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Richard Johnson's CRS (Customer Relationship Summary).

Certified licenses

Experience

VERACITY WEALTH MANAGEMENT LLC

CAPSTONE FINANCIAL ADVISORS INC

WHITNELL & CO

State Registrations and Notice Filings

Exams

Current Firm

VERACITY WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

VERACITY WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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