Jeffrey J. Johnson
Professional summary
Jeffrey J Johnson, who also goes by Jeffrey Jon Johnson, is a registered financial advisor currently at IP FINANCIAL ADVISORY SERVICES LLC located in Rochester Hiills, Michigan and INNOVATION PARTNERS LLC located in Charlotte, North Carolina.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1981. Jeffrey has worked at 15 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey J Johnson's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 24, 2025 - Present
IP FINANCIAL ADVISORY SERVICES LLC
Office #1: 543 N Main Office Suite 413, Rochester Hiills, MI 48307November 12, 2021 - Present
INNOVATION PARTNERS LLC
Office #1: 5950 Fairview Road Suite 140, Charlotte, NC 28210November 12, 2021 - December 31, 2024
IP FINANCIAL ADVISORY SERVICES LLC
July 30, 2019 - November 24, 2021
CREATIVE FINANCIAL DESIGNS, INC.
July 30, 2019 - November 24, 2021
CFD INVESTMENTS, INC.
July 12, 2019 - July 29, 2019
J. W. COLE ADVISORS, INC.
July 12, 2019 - July 29, 2019
J.W. COLE FINANCIAL, INC.
August 25, 2015 - January 5, 2018
WELLS FARGO CLEARING SERVICES, LLC
August 25, 2015 - January 5, 2018
WELLS FARGO CLEARING SERVICES, LLC
September 21, 2010 - August 26, 2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
June 15, 2006 - August 26, 2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 17, 2000 - June 16, 2006
MORGAN STANLEY DW INC.
June 16, 1998 - August 17, 2000
RAYMOND JAMES & ASSOCIATES, INC.
May 11, 1998 - September 25, 1999
RONEY & CO.
January 26, 1996 - May 11, 1998
RONEY & CO. L.L.C.
March 23, 1990 - January 30, 1996
FIRST OF MICHIGAN CORPORATION
June 6, 1989 - March 23, 1990
SMITH, HAGUE & CO., INCORPORATED
April 13, 1981 - June 12, 1989
UBS FINANCIAL SERVICES INC.
Primary Firm SEC Registration
IP FINANCIAL ADVISORY SERVICES LLC
CRD#: 305772 / SEC#: 801-117481
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(11/12/2021)
(11/12/2021)
(8/6/2025)
(11/12/2021)
(1/24/2025)
(11/12/2021)
Exams
FINRA
Current Firm
IP FINANCIAL ADVISORY SERVICES LLC
CRD#: 305772 / SEC#: 801-117481
Contact information
SEC notice filing (48 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 2,887 |
| AUM (Assets Under Management) | $ 456,110,407 |
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
IP FINANCIAL ADVISORY SERVICES LLC
CRD#: 305772Rochester Hiills, MI 48307TRUST BUT VERIFY
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