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Bio

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Jeff Johnson is a seasoned finance professional with expertise in accounting, risk management, and financial analysis. He holds certifications from FINRA and the NC State Board of Certified Public Accountant Examiners, and has experience with Quickbooks and financial software. He is a skilled leader with proficiency in Microsoft Office applications.

Credentials

  • Series 63 - Uniform Securities Agent
    FINRA (Financial Industry Regulatory Authority)
    Jul, 2018
    - Apr, 2026
  • Series 79 - Investment Banking Representative
    Financial Industry Regulatory Authority (FINRA)
    Jun, 2016
    - Apr, 2026
  • CPA - Certified Public Accountant (inactive)
    NC State Board of Certified Public Accountant Examiners
    Sep, 2015
    - Apr, 2026
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Industry Focus. “Investment Management”

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