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Jeffrey Johnson

19 Years of Experience
Lafayette, LA
BrokerSells Insurance

Jeffrey Johnson is a registered investment advisor at Cetera Investment Advisers LLC, based in Lafayette, LA, with 19 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Lafayette, LA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Jeffrey is an insurance agent selling life, health, disability, long-term care, and annuity products, spending a few hours per week on this. He also owns Johnson Financials, providing financial services, dedicating about a quarter of his time to this, and works as a tax preparer for Liberty Tax for a few hours per week.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 4 mos
Cetera Advisors LLCBroker
February 2014 - Present · 12 yrs 5 mos
Previous Registrations
Cetera Advisors LLC
February 2014 - March 2024 · 10 yrs 1 mo
LPL Financial LLCBroker
December 2010 - November 2013 · 2 yrs 11 mos
LPL Financial LLC
December 2010 - November 2013 · 2 yrs 11 mos
Ing Financial Partners, INC
October 2007 - November 2010 · 3 yrs 1 mo
Ing Financial Partners, INC.Broker
September 2007 - November 2010 · 3 yrs 2 mos
UBS Financial Services INC.
December 2006 - July 2007 · 7 mos
UBS Financial Services INC.Broker
September 2006 - July 2007 · 10 mos
State Registrations9 states
AZCOKSLAMDNMTXVAWA
AdvisorBrokerBoth

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.