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BJ

Ben A. Johnson

FIRST SECURITIES NORTHWEST
Milwaukie, OR 97267
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CRD#: 803318
BJ

Professional summary


Ben A Johnson JR is a registered financial professional currently at FIRST SECURITIES NORTHWEST, INC. located in Milwaukie, Oregon.

Ben is registered as a RR (Registered Representative) and started their career in finance in 1981. Ben has worked at 4 firms and has passed the Series 65, Series 63, Series 99TO, Series 7TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Ben A Johnson JR's CRS (Customer Relationship Summary).
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

July 18, 1986 - Present

FIRST SECURITIES NORTHWEST, INC.

Office #1: 18824 S.e. Mildred St, Milwaukie, OR 97267Office #2: 18824 Se Mildred St, Milwaukie, OR 97267
BD
CRD#: 14627
Milwaukie, OR
Past

December 7, 1984 - June 30, 1986

FIRST UNION SECURITIES INC

BD
CRD#: 15001
Past

February 10, 1983 - August 31, 1984

GREENFIELD/CAMPBELL, INC.

BD
CRD#: 7401
Past

August 3, 1981 - February 2, 1983

OMEGA NORTHWEST, INC.

BD
CRD#: 8630

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(7/17/1986)
RR
Florida
(2/8/1995)
RR
Michigan
(6/29/1987)
RR
New Jersey
(6/21/1996)
RR
New York
(6/29/1987)
RR
Ohio
(6/4/1987)
RR
Oregon
(8/27/1986)
RR
Texas
(1/20/1995)
RR
Washington
(7/22/1986)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/27/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


FS
FIRST SECURITIES NORTHWEST, INC.
FIRST SECURITIES NORTHWEST, INC.

CRD#: 14627 / SEC#: , 8-30977

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information


Main Address
18824 Se Mildred St, Milwaukie, OR 97267
Mailing Address
18824 Se Mildred St, Milwaukie, OR 97267
Phone number
(503) 723-4404
Established
Oregon since 11/23/1983
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (11 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
JOHNSON, BEN A JRPRESIDENT/OWNER/CEO803318
LUTZ, GREGORY MICHAELDIRECTOR/EXECUTIVE V.P./SROP/CROP/CCO709142

Disclosures


Regulatory Event1

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


FIRST SECURITIES NORTHWEST, INC.

CRD#: 14627Milwaukie, OR 97267

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