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JJ

James M. Johnson

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CRD#: 827560
JJ

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

James Michael Johnson, who also goes by Mike Johnson, was a registered financial advisor .

James is a previously registered financial advisor and started their career in finance in 1976. James had worked at 10 firms and has passed the Series 65, Series 63, Series 7, Series 22, Series 6 and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mike 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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

November 14, 2013 - November 5, 2015

HARVEST FINANCIAL GROUP, LLC

RIA
CRD#: 149503
RICHMOND, VA
Past

March 30, 2012 - December 17, 2013

FIRST ALLIED ADVISORY SERVICES, INC.

RIA
CRD#: 137888
RICHMOND, VA
Past

March 30, 2012 - November 27, 2013

FIRST ALLIED SECURITIES, INC.

BD
CRD#: 32444
RICHMOND, VA
Past

November 17, 2006 - April 4, 2012

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
RICHMOND, VA
Past

November 17, 2006 - April 4, 2012

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
RICHMOND, VA
Past

July 15, 2004 - July 30, 2004

1717 CAPITAL MANAGEMENT COMPANY

BD
CRD#: 4082
NEWARK, DE
Past

August 5, 2002 - December 1, 2006

OSAIC FA, INC.

RIA
CRD#: 3978
RICHMOND, VA
Past

May 31, 2002 - May 26, 2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

May 31, 2002 - December 1, 2006

OSAIC FA, INC.

BD
CRD#: 3978
RICHMOND, VA
Past

November 3, 1998 - July 26, 2002

1717 CAPITAL MANAGEMENT COMPANY

RIA
CRD#: 4082
NEWARK, DE
Past

March 15, 1995 - November 6, 2002

1717 CAPITAL MANAGEMENT COMPANY

BD
CRD#: 4082
NEWARK, DE
Past

March 19, 1990 - June 13, 1995

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
ST. PAUL, MN
Past

April 19, 1983 - December 31, 1989

G. R. PHELPS & CO., INC.

BD
CRD#: 173
Past

September 21, 1976 - December 18, 1978

SHENANDOAH EQUITY SERVICES, INCORPORATED

BD
CRD#: 4170

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 8/12/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 9/18/1976
Registered Representative Examination

Current Firm


HF
HARVEST FINANCIAL GROUP, LLC
HARVEST ASSET MANAGEMENT | HARVEST FINANCIAL GROUP, LLC

CRD#: 149503 / SEC#: 801-80117

RIA
Registered Investment Advisory firm - (11/4/2019 Terminated)
California
Registered Investment Advisory firm - (11/1/2019 Approved)
Ohio
Registered Investment Advisory firm - (4/14/2015 Terminated)
Virginia
Registered Investment Advisory firm - (10/21/2019 Approved)
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Contact information


Main Address
3900 Westerre Parkway Suite 300, Richmond, VA 23233
Mailing Address
Phone number
(804) 788-4100
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts654
AUM (Assets Under Management)$ 79,269,876

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


HARVEST FINANCIAL GROUP, LLC

CRD#: 149503

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