Jeff Johnson
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Merrill
Location
Merrillville, IN 46410
Credentials
Series 63, Series 65
Industry experience
22 years
Jeff Johnson is a Wealth Management Advisor at Merrill Lynch Wealth Management with a career in financial services beginning in 2002. He specializes in assisting clients with managing their individual wealth through various market cycles, focusing on comprehensive wealth management strategies tailored to clients' specific goals. Jeff's practice areas include college education planning, retirement planning, investment consulting for defined contribution plans, and socially responsible investing.
Jeff holds a Bachelor's Degree from Northern Arizona University and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He has been recognized by Forbes on multiple occasions, including listings in "America's Top Next-Generation Wealth Advisors" and "Best in State Wealth Advisors."
Outside of his professional work, Jeff enjoys participating in sports such as football, golf, skiing, and tennis. He also spends time traveling with his wife, Jennifer, and values family time.
Merrill lynch, pierce, Fenner & Smith incorporated
2014 - Present (12 years)
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