GJ
GJ

Glenn Johnson

24 Years of Experience
Uncasville, CT
2 DisclosuresSells Insurance

Glenn Johnson is a registered investment advisor at Jabez Financial, LLC, based in Uncasville, CT, with 24 years of industry experience. Glenn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 117 clients with $14M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
117 clients
Average Client Portfolio
$120K average
Assets Under Management
$14.1M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.75%

Fees are negotiable. If a third-party advisor is used, the total annual fee is 1.25%, including the third-party advisor's fee of 0.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1031 Route 32, Unit 10, Uncasville, CT, 06382

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History

Regulatory History (2)
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Regulatory
May 2020
Final
Financial
May 2017
Final
Other Business ActivitiesSells Insurance

Glenn works as an insurance agent selling various insurance products. This activity takes about 10-20% of his time.

Employment History
Current Registrations
Jabez Financial, LLC
March 2018 - Present · 8 yrs 2 mos
Previous Registrations
Sj Financial Services, LLC
March 2007 - March 2018 · 11 yrs
Sj Financial Services, LLC
January 2006 - December 2006 · 11 mos
Bradford Financial, LLC
March 2003 - December 2005 · 2 yrs 9 mos
Mutual Service Corporation
January 2003 - February 2003 · 1 mo
Mutual Service CorporationBroker
January 2003 - July 2003 · 6 mos
Investors Capital CORP.Broker
July 2002 - December 2002 · 5 mos
Metlife Securities INC.Broker
February 2001 - July 2002 · 1 yr 5 mos
Metropolitan Life Insurance CompanyBroker
February 2001 - July 2002 · 1 yr 5 mos
State Registrations1 state
CT
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.