SagePoint Financial, Inc. |
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Jeff Johnson, CFP, EAFinancial Advisor
Phone: (760) 941-1763 Practice
Jeff has been providing financial services since 1999. He works from a broad planning approach to assist individuals preserve their assets, minimize taxes, and help reach their financial goals. He also works closely with small business clients, implementing retirement planning strategies and providing business appraisals.
In addition to being securities registered, Jeff is also an investment advisor representative, enrolled agent, and holds a life and health insurance license in California. Minimum New Account Size $100,000
Professional Designations
CFP Certified Financial Planner
E.A. Enrolled Agent Professional and Civic Activities Member of the Institute of Business Appraisers
Member of the California Society of Enrolled Agents
Member of American Funds’ All American Team
Education 1999 B.A. University of North Dakota
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5151 Shoreham Place Phone: (858) 558-2090 |
This communication is strictly intended for individuals residing in the states of AZ, CA, CO, DC, FL, GA, HI, IA, IL, IN, KS, MA, ME, MN, MO, NH, NJ, NV, NY, OK, OR, PA, TN, TX, UT, VA, WA, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.
Securities and investment advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC and a registered investment advisor.
IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.