JJ
Jeffrey T. Johnson
CP ADVISORS
CLINTON, NC 28328
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CRD#: 6673614
JJ
Professional summary
Jeffrey Todd Johnson, CFP®, who also goes by Todd Johnson, is a registered financial advisor currently at CP ADVISORS, INC. located in Clinton, North Carolina.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jeffrey has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Todd Johnson
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.
(1.) NAME OF OBA: JOHCHE, LLC; ADDRESS OF OBA: CLINTON NC 28329; NATURE: REAL ESTATE AND SECURITIES; INVESTMENT RELATED: YES; TITLE WITH OBA: MEMBER; START DATE: 07/12/2011; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (2.) NAME OF OBA: JTJ INVESTMENTS, LLC; ADDRESS OF OBA: CLINTON NC 28328; NATURE: RENTAL REAL ESTATE; INVESTMENT RELATED: NO; TITLE WITH OBA: MEMBER; START DATE: 08/22/2005; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (3.) NAME OF OBA: AJK PROPERTIES, LLC; ADDRESS OF OBA: CLINTON NC 28328; NATURE: RENTAL REAL ESTATE; INVESTMENT RELATED: NO; TITLE WITH OBA: MEMBER; START DATE: 11/29/2011; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (4.) NAME OF OBA: KGTCHE, LLC; ADDRESS OF OBA: CLINTON NC 28329; NATURE: RENTAL REAL ESTATE; INVESTMENT RELATED: NO; TITLE WITH OBA: MEMBER; START DATE: 1/25/2016; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (5.) NAME OF OBA: HILLSBORO STREET, LLC; ADDRESS OF OBA: CLINTON NC 28328; NATURE: RENTAL REAL ESTATE; INVESTMENT RELATED: NO; TITLE WITH OBA: MEMBER: START DATE: 02/08/2011; APPROX. NUMBER OF HOURS/MONTH: LESS THAN 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (6.) NAME OF OBA: DOOR WORKS COMPANY, INC.; ADDRESS OF OBA: STANLY, NC 28164; NATURE: WOOD DOOR MANUFACTURER; INVESTMENT RELATED: NO; TITLE WITH OBA: SHAREHOLDER; DUTIES: PROVIDE TAX ADVICE AND PREPARATION SERVICES; START DATE: 10/01/2022; APPROX. NUMBER OF HOURS/MONTH: 2; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 2; (7.) NAME OF OBA: YELLOW HOUSE OF CLINTON, LLC; ADDRESS OF OBA: CLINTON, NC 28329; NATURE: REAL ESTATE HOLDING COMPANY; INVESTMENT RELATED: NO; TITLE WITH OBA: MEMBER MANAGER; DUTIES: KEEP ACCOUNTING RECORDS AND MANAGE PROPERTY; START DATE: 01/01/2023; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 1
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Todd 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®
Experience
Current
July 20, 2016 - Present
CP ADVISORS, INC.
Office #1: 403 E. Johnson Street, Clinton, NC 28328RIA
CRD#: 111701
CLINTON, NC
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
North Carolina(7/20/2016)
Exams
Current Firm
CA
CP ADVISORS, INC.
CP ADVISORS, INC | CP ADVISORS, INC.
CRD#: 111701 / SEC#:
North Carolina
Registered Investment Advisory firm - (2/20/2001 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
403 E. Johnson Street, Clinton, NC 28328
Mailing Address
P.o. Box 1200, Beulaville, NC 28518
Phone number
(910) 490-1118
Established
Firm type
Fiscal year end
# of Employees
7
Regulatory assets under management
| Total Number of Accounts | 285 |
| AUM (Assets Under Management) | $ 57,013,984 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
