Jason
Johnson

Pine Grove Financial Group

CRD#4162796
Investment Advisor
in Hopkins, MN

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jason Johnson is a financial advisor based in Hopkins, Minnesota, working with Pine Grove Financial Group. Jason has previously held positions at Kbs Capital Markets Group, Bluerock Capital Markets, LLC, Aig Capital Services, Inc, American General Life Insurance, Kadence Wealth, Advisornet Wealth Management, Pine Grove Financial Group, Cetera Advisor Networks, Equity Fund Advisors, and Cole Capital Corporation. Jason has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Minnesota. Currently, Jason is part of Pine Grove Financial Group, which operates out of Hopkins, Minnesota. The firm has 3 offices and 20 employees. The firm manages assets totaling $1.0 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Pine Grove Financial Group includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

13100 Wayzata Blvd., Suite 300
Hopkins, MN 55305

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Pine Grove Financial Group Brokerage Details

Total Assets Under Management

$1,027,139,612

MN Average: $5,289,111,388
Total Number of Employees

20

MN Average: 157
Total Number of Accounts

3,984

MN Average: 8,262
Average Account Size

$257,816

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Jason Johnson Work History

2020 - Present (4 years)

Pine Grove Financial Group

2018 - Present (6 years)

Kadence Wealth

2018 - Present (6 years)

Cetera Advisor Networks

2018 - 2020 (2 years)

Advisornet Wealth Management

2017 - 2018 (1 year)

Aig Capital Services, Inc

2017 - 2018 (1 year)

American General Life Insurance

2016 - 2017 (1 year)

Bluerock Capital Markets, LLC

2015 - 2016 (1 year)

Kbs Capital Markets Group

2014 - 2015 (1 year)

Equity Fund Advisors

2014 - 2015 (1 year)

Cole Capital Corporation

Disclosures

Please visit the SEC profile of Jason Johnson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pine Grove Financial Group

Ryan Key
Saint Paul, MN
Lucas Kunde
Saint Paul, MN
Jason Johnson
Hopkins, MN
Jeffrey Clark
Saint Paul, MN
Joel Baumgarten
Saint Paul, MN
Matthew Gulbransen
Saint Paul, MN
Jared Holt
Saint Paul, MN
Joel Greenwald
Minneapolis, MN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started