Jenna
Johnson

Eide Bailly Advisors, LLC

CRD#6412550
Investment Advisor
in Fargo, ND

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About this Advisor

Jenna Johnson is a financial advisor based in Fargo, North Dakota, working with Eide Bailly Advisors, LLC. Jenna has previously held positions at Shawn Rehm Agency, Inc, Horace Mann Companies, Horace Mann Investors, Inc, Complete Investment Advisory LLC, College Smart, Eide Bailly Financial Services, United Planners, YWCA, and Eide Bailly Advisors, LLC. Jenna has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, California, Colorado, Florida, Idaho, Illinois, Iowa, Minnesota, Montana, Nevada, North Dakota, Ohio, South Dakota, Texas, Utah, and Washington. Currently, Jenna is part of Eide Bailly Advisors, LLC, which operates out of Fargo, North Dakota. The firm has 12 offices and 29 employees. The firm manages assets totaling $1.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Eide Bailly Advisors, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

4321 20Th Ave S
Fargo, ND 58103

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Eide Bailly Advisors, LLC Brokerage Details

Total Assets Under Management

$1,325,396,107

ND Average: $301,464,358
Total Number of Employees

29

ND Average: 16
Total Number of Accounts

2,537

ND Average: 774
Average Account Size

$522,427

ND Average: $389,489

Investment Advisory Services

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

Jenna Johnson Work History

2019 - Present (5 years)

Eide Bailly Financial Services

2019 - Present (5 years)

Eide Bailly Advisors, LLC

2021 - 2022 (1 year)

Ywca

2019 - 2019 (< 1 year)

College Smart

2019 - 2023 (4 years)

United Planners

2018 - 2019 (1 year)

Complete Investment Advisory LLC

2016 - 2018 (2 years)

Horace Mann Investors, Inc

2012 - 2018 (6 years)

Shawn Rehm Agency, Inc

2012 - 2018 (6 years)

Horace Mann Companies

Disclosures

Please visit the SEC profile of Jenna 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 Eide Bailly Advisors, LLC

Brian Voelker
Fargo, ND
June Lonnquist
Mankato, MN
Austin Fields
Fargo, ND
Alphe Springer
Walnut Creek, CA
Matthew Cawley
Denver, CO
Jenna Johnson
Fargo, ND
Ryan Spaude
Fargo, ND
Ryan Weigel
Aberdeen, SD

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.

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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.

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