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Jennifer Wingler Johnson

Investment Adviser Representative at THREE MAGNOLIAS FINANCIAL ADVISORS

Winston Salem, NCCRD #4707808Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
22 yrs
States Registered
12 states
Exams Passed
6

Registrations & licenses

Registration type
Dual-registered
Registered in 12 states
AlabamaColoradoFloridaGeorgiaMissouriNew YorkNorth CarolinaOhioSouth CarolinaTennesseeTexasVirginia
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 11/1/2003
Series 52
Municipal Securities Representative Examination
Passed 6/10/2024
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 11/10/2003
Series 53
Municipal Securities Principal Examination
Passed 5/28/2013
Series 24
General Securities Principal Examination
Passed 2/20/2013

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
Schwab - First $2,500,0001.50%
Schwab - Next $2,500,0001.25%
Schwab - Balance above $5,000,0001.00%
Sub-Advisor - First $2,500,0002.00%
Sub-Advisor - Next $2,500,0001.75%
Sub-Advisor - Balance above $5,000,0001.50%
Account minimum: $100,000

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

Source

Three Magnolias Financial Advisors Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

THREE MAGNOLIAS FINANCIAL ADVISORSCurrent
9/16/2008Winston Salem, NC
AMERICAN EXPRESS FINANCIAL ADVISORS, INC.
11/11/200312/31/2004High Point, NC

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at THREE MAGNOLIAS FINANCIAL ADVISORS

4 other advisors in the directory

View THREE MAGNOLIAS FINANCIAL ADVISORS firm profile
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. Jennifer Wingler 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.

Jennifer Wingler Johnson - Financial Advisor in Winston Salem, NC | AdvisorFinder