Jason
Johnson
Pine Grove Financial Group
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About this Advisor
Jason Johnson is a certified financial planner who works in Hopkins, Minnesota who has 3 years of industry experience. Johnson works at Pine Grove Financial Group. Their career trajectory has included roles at Equity Fund Advisors, Cole Capital Corporation, Kbs Capital Markets Group, Bluerock Capital Markets, LLC, Aig Capital Services, Inc, American General Life Insurance, Cetera Advisor Networks, Kadence Wealth, Advisornet Wealth Management, Pine Grove Financial Group and Kbs Capital Markets Group LLC. Johnson maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Minnesota. Pine Grove Financial Group is a financial advisory firm that has its headquarters in Saint Paul, MN. The firm has offices in three locations and a total of 10 advisors. It oversees $700 million in assets under management among its 3,534 accounts, making it one of the bigger financial advisory firms in the United States by assets under management. Of its 3,534 customer accounts, 20% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Pine Grove Financial Group has a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial advisory fees largely vary depending on the type of financial services. Fee types billed by Pine Grove Financial Group most likely consist of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pine Grove Financial Group Brokerage Details
$699,796,326
10
3,534
$198,018
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
Jason has been registered as a financial advisor for 3 years.*
Pine Grove Financial Group
Cetera Advisor Networks
Kadence Wealth
Advisornet Wealth Management
Aig Capital Services, Inc
American General Life Insurance
Bluerock Capital Markets, LLC
Kbs Capital Markets Group
Equity Fund Advisors
Cole Capital Corporation
Kbs Capital Markets Group LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Saint Paul, MN
Minneapolis, MN
Saint Paul, MN
Hopkins, MN
Hopkins, MN
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
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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.
