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JJ

Jordan T. Johnson

PINELIGHT FINANCIAL PLLC
Riverside, IL
Some features on this profile are disabled
CRD#: 6802639
JJ

Professional summary

Jordan Timothy Johnson is a registered financial advisor currently at PINELIGHT FINANCIAL PLLC located in Riverside, Illinois.

Jordan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jordan has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

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.
2022-Present: Certified Public Accountant/Pinelight Financial LLC/Investment Related/Riverside, IL/Mr. Johnson provides accounting services in conjunction with investment advisory services./Activity involves up to 50% of his time each month, including during traditional business hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan Timothy 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

January 3, 2023 - Present

PINELIGHT FINANCIAL PLLC

RIA
CRD#: 323153
Riverside, IL
Past

June 21, 2017 - September 26, 2022

DHJJ FINANCIAL ADVISORS

RIA
CRD#: 107034
NAPERVILLE, 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
(1/3/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/21/2017
Uniform Investment Adviser Law Examination

Current Firm

PF
PINELIGHT FINANCIAL PLLC
PINELIGHT FINANCIAL LLC | PINESTAR FINANCIAL LLC | PINESTAR FINANCIAL | PINELIGHT FINANCIAL PLLC

CRD#: 323153 / SEC#:

Illinois
Registered Investment Advisory firm - (1/3/2023 Approved)
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Contact information

Main Address
Riverside, IL
Mailing Address
Phone number
(630) 484-3637
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts32
AUM (Assets Under Management)$ 33,679,255

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

PINELIGHT FINANCIAL PLLC

CRD#: 323153Riverside, IL

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