Jeremiah Johnson
AIF®Professional Summary
Jeremiah Johnson, AIF® is a registered financial advisor currently at MODERN WEALTH MANAGEMENT, LLC located in Glidden, Iowa. Jeremiah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Jeremiah has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
NOOR FINANCIAL SERVICES
AMERIPRISE FINANCIAL SERVICES, LLC
FALCON WEALTH PLANNING, LLC
PARK AVENUE SECURITIES LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
NOOR FINANCIAL SERVICES
AMERIPRISE FINANCIAL SERVICES, LLC
FALCON WEALTH PLANNING, LLC
PARK AVENUE SECURITIES LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
NOOR FINANCIAL SERVICES
AMERIPRISE FINANCIAL SERVICES, LLC
FALCON WEALTH PLANNING, LLC
PARK AVENUE SECURITIES LLC
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.
Similar Advisors
NOOR FINANCIAL SERVICES
AMERIPRISE FINANCIAL SERVICES, LLC
FALCON WEALTH PLANNING, LLC
PARK AVENUE SECURITIES LLC
Credentials
Years of Experience
14 years in the financial services industry
Current & Past Employments
Similar Advisors
NOOR FINANCIAL SERVICES
AMERIPRISE FINANCIAL SERVICES, LLC
FALCON WEALTH PLANNING, LLC
PARK AVENUE SECURITIES LLC
Current Firm
MODERN WEALTH MANAGEMENT OF ARIZONA | PUBLIC SAFETY FINANCIAL | PETSO FINANCIAL, A DIVISION OF MODERN WEALTH MANAGEMENT, LLC | MODERN WEALTH MANAGEMENT, LLC
Contact Information
Main Address
1712 Main Street Suite 400, Kansas City, MO 64108Phone Number
(913) 393-1000# of Employees
253SEC notice filing (53 States and Territories)
Registered to provide investment advisory services in 53 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
30,617AUM (Assets Under Management)
$10,904,051,242Similar Advisors
NOOR FINANCIAL SERVICES
AMERIPRISE FINANCIAL SERVICES, LLC
FALCON WEALTH PLANNING, LLC
PARK AVENUE SECURITIES LLC
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.
Similar Advisors
NOOR FINANCIAL SERVICES
AMERIPRISE FINANCIAL SERVICES, LLC
FALCON WEALTH PLANNING, LLC
PARK AVENUE SECURITIES LLC
Primary Firm SEC Registration
MODERN WEALTH MANAGEMENT OF ARIZONA | PUBLIC SAFETY FINANCIAL | PETSO FINANCIAL, A DIVISION OF MODERN WEALTH MANAGEMENT, LLC | MODERN WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(9/1/2023)
(11/4/2024)
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 6 — Investment Company Products/Variable Contracts Representative Examination
Passed May 2012About the Series 6 examSimilar Advisors
NOOR FINANCIAL SERVICES
AMERIPRISE FINANCIAL SERVICES, LLC
FALCON WEALTH PLANNING, LLC
PARK AVENUE SECURITIES LLC
CRS (Client Relationship Summary) - RIA
Click below to view Jeremiah Johnson's CRS (Customer Relationship Summary).
Similar Advisors
NOOR FINANCIAL SERVICES
AMERIPRISE FINANCIAL SERVICES, LLC
FALCON WEALTH PLANNING, LLC
PARK AVENUE SECURITIES LLC
