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Jeffrey J Johnson

Investment Adviser Representative at IP FINANCIAL ADVISORY SERVICES LLC

Rochester Hiills, MICRD #728593Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
44 yrs
States Registered
4 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 4 states
CaliforniaFloridaMichiganNew York
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 7/27/2010
Series 63
Uniform Securities Agent State Law Examination
Passed 4/27/1981
SIE
Securities Industry Essentials Examination
Passed 1/5/2018
Series 7
General Securities Representative Examination
Passed 4/11/1981

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Less than $10,0001.25%
$25,000 to $100,0001.00%
$100,000 to $250,0000.75%
Greater than $250,0000.50%
Account minimum: $25,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

IP Financial Advisory Services LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

IP FINANCIAL ADVISORY SERVICES LLCCurrent
1/24/2025Rochester Hiills, MI
INNOVATION PARTNERS LLCCurrent
11/12/2021Shelby Twp, MI
IP FINANCIAL ADVISORY SERVICES LLC
11/12/202112/31/2024Rochester, MI
CREATIVE FINANCIAL DESIGNS, INC.
7/30/201911/24/2021Rochester, MI
J. W. COLE ADVISORS, INC.
7/12/20197/29/2019Rochester Hills, MI
WELLS FARGO CLEARING SERVICES, LLC
8/25/20151/5/2018Troy, MI
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
9/21/20108/26/2015Bloomfield Hills, MI

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jeffrey J Johnson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Jeffrey J Johnson - Financial Advisor in Rochester Hiills, MI | AdvisorFinder