DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jennifer L Johnson
Feed of 09/14/2026
Also filed as Jennifer Lynn Johnson
At current firm
2 y
since Jan 19, 2024
In the industry
23 y
since Feb 27, 2003 (earliest exam, job or registration)
Prior registered firms
8
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Osaic Wealth, Inc. BD affiliated currentsince Jan 19, 2024 · Scottsdale, Az
- Woodbury Financial Services, Inc. formerJun 20, 2022 to Jan 19, 2024 · Clearwater, Fl
- Cambridge Investment Research Advisors, Inc. BD affiliatedOct 22, 2020 to Jun 10, 2022 · Mechanicsburg, Pa
- Independent Financial Partners BD affiliatedOct 16, 2019 to Oct 14, 2020 · Tampa, Fl
- Woodbury Financial Services, Inc. formerMar 3, 2016 to Sep 21, 2018 · Lincoln, Ne
- Smith Hayes Advisers Inc formerJun 27, 2014 to Jan 29, 2016 · Lincoln, Ne
- Ameritas Advisory Services formerApr 16, 2013 to Jun 23, 2014 · Lincoln, Ne
- Morgan Stanley wirehouseJun 1, 2009 to Jan 30, 2013 · West Des Moines, Ia
- Morgan Stanley & Co. LLC unclassifiedApr 11, 2008 to Jun 1, 2009 · West Des Moines, Ia
Moves
a registration end followed by a registration begin elsewhere
- Woodbury Financial Services, Inc. to Osaic Wealth, Inc.left Jan 19, 2024, registered Jan 19, 2024 (0 days) · corporate re-registration, not a move
- Cambridge Investment Research Advisors, Inc. to Woodbury Financial Services, Inc.left Jun 10, 2022, registered Jun 20, 2022 (10 days) · Affiliated broker-dealer or bank to another
- Independent Financial Partners to Cambridge Investment Research Advisors, Inc.left Oct 14, 2020, registered Oct 22, 2020 (8 days) · Affiliated broker-dealer or bank to another
- Woodbury Financial Services, Inc. to Independent Financial Partnersleft Sep 21, 2018, registered Oct 16, 2019 (390 days) · Affiliated broker-dealer or bank to another
- Smith Hayes Advisers Inc to Woodbury Financial Services, Inc.left Jan 29, 2016, registered Mar 3, 2016 (34 days) · Other
- Ameritas Advisory Services to Smith Hayes Advisers Incleft Jun 23, 2014, registered Jun 27, 2014 (4 days) · Other
- Morgan Stanley to Ameritas Advisory Servicesleft Jan 30, 2013, registered Apr 16, 2013 (76 days) · Other
- Morgan Stanley & Co. LLC to Morgan Stanleyleft Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
Signals
- Jennifer L Johnson left Cambridge Investment Research Advisors, Inc. for Woodbury Financial Services, Inc. (registered 2022-06-20)Jun 10, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address