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JJ

John H. Johannsen

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CRD#: 5925419
JJ

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

John Henry Adam Johannsen JR, who also goes by John Henry Adam Johannsen, John Johannsen, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 2011. John had worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


John Henry Adam Johannsen | John Johannsen

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

January 16, 2020 - September 11, 2020

20/20 CAPITAL MANAGEMENT, INC

RIA
CRD#: 281692
North Palm Beach, FL
Past

December 19, 2018 - December 2, 2019

AMERITAS INVESTMENT COMPANY, LLC

RIA
CRD#: 14869
North Palm Beach, FL
Past

December 18, 2018 - July 29, 2020

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
North Palm Beach, FL
Past

June 5, 2012 - December 31, 2016

AMERITAS INVESTMENT COMPANY, LLC

RIA
CRD#: 14869
PALM BEACH GARDENS, FL
Past

August 30, 2011 - December 31, 2016

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
PALM BEACH GARDENS, FL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 5/16/2012
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


2C
20/20 CAPITAL MANAGEMENT, INC
20/20 CAPITAL MANAGEMENT, INC | ORCA FINANCIAL | HEITZMAN AND ASSOCIATES | CORFEE AND ASSOCIATES | CARRERAS FINANCIAL SERVICES | BOOM PLANNING | 20/20 FINANCIAL ADVISERS SAN FRANCISCO | 20/20 FINANCIAL ADVISERS SAN DIEGO | 20/20 FINANCIAL ADVISERS SACRAMENTO | 20/20 FINANCIAL ADVISERS PALMER GROUP LLC | 20/20 FINANCIAL ADVISERS ORANGE COUNTY | 20/20 FINANCIAL ADVISERS MISHEWAKA | 20/20 FINANCIAL ADVISERS LEONARD SIMPSON | 20/20 FINANCIAL ADVISERS INDIANAPOLIS | 20/20 FINANCIAL ADVISERS HOUSTON | 20/20 FINANCIAL ADVISERS EXETER | 20/20 FINANCIAL ADVISERS DELAWARE | 20/20 FINANCIAL ADVISERS DAYTONA BEACH | 20/20 FINANCIAL ADVISERS CARDIFF BY THE SEA

CRD#: 281692 / SEC#: 801-106924

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Contact information


Main Address
940 South Coast Drive Ste 110, Costa Mesa, CA 92626
Mailing Address
Phone number
(714) 433-1299
Established
Firm type
Fiscal year end
# of Employees
38

Documents


Latest Form ADV

Part 2 Brochures

2020 CMI WRAP BROCHURE 20220202 (3/24/2022)

Regulatory assets under management


Total Number of Accounts2,427
AUM (Assets Under Management)$ 676,645,493

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


20/20 CAPITAL MANAGEMENT, INC

CRD#: 281692

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