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Jane Johnson

6 Years of Experience
North Reading, MA
Sells Insurance

Jane Johnson is a registered investment advisor at Business Transition Academy, INC., based in North Reading, MA, with 6 years of industry experience. Jane operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
N/A
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

200 Park St, North Reading, MA, 01864

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jane is the 100% owner of Business Transition Academy, Inc., where she works full-time providing education to business owners. She also spends minimal time as an investment adviser representative for Commonwealth Financial Network and is a licensed insurance agent.

Employment History
Current Registrations
Business Transition Academy, INC.
October 2025 - Present · 7 mos
Alliance Private Wealth, LLC
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
Commonwealth Financial Network
June 2019 - July 2025 · 6 yrs 1 mo
State Registrations1 state
MA
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.