Advisor at United Advisors America
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
United Advisors America
Location
Pleasant Prairie, WI
Credentials
Series 63, Series 65
Industry experience
23 years
$0 - $1,500,000: 1.0% annually $1,500,001 - $2,500,000: 0.8% annually $2,500,001+: 0.6% annually
Commission received on insurance, annuity, health and long-term care insurance products sold by representatives acting as insurance agents.
Account minimum: $50,000 per household (effective April 1, 2024 for new clients); no minimum prior to April 1, 2024
United Advisors America Corporation
2017 - Present (9 years)
Alliance America Corporation
2016 - Present (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Kenosha, WI
Edward Jones
Series 66
Lindenhurst, IL
Edward Jones
Series 66
Gurnee, IL
Edward Jones
Series 63, Series 66
Antioch, IL
Edward Jones
Series 63, Series 66
Lake Villa, IL
Fidelity
Johnny Johnson Jr. is an Investment Consultant currently working at Fidelity Investments since 2022. He has previously held roles as a Financial Advisor at Thrivent Financial Services from 2020 to 2021, an Insurance Producer at THG Financial Strategies, LLC from 2018 to 2020, and a Personal Banker at JP Morgan Chase from 2003 to 2014. His professional experience spans financial consulting, advising, insurance, and banking. Johnny partners with individuals and families to develop personalized financial strategies tailored to their values and long-term goals. He emphasizes listening, clear communication, and building lasting relationships to assist clients in retirement planning, wealth building, and navigating financial changes. Outside of his financial career, Johnny is a former NFL and college athlete. His personal interests include fishing, football, and golf.
Series 66
Mt Pleasant, WI
Edward Jones
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