Jason Johnson
Jason Johnson is a CFP-designated registered investment advisor at Pine Grove Financial Group, based in Minnetonka, MN, with 25 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,388 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pine Grove Financial Group offers ongoing investment management for a fee based on a percentage of your portfolio's value. The annual fee can be up to 1.25%. If a third-party advisor is used to manage part of your portfolio, their fee will be separate and typically no more than 0.35% per year. There is a $250,000 minimum account size.
Location
13100 Wayzata Blvd., Suite 300, Minnetonka, MN, 55305
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jason is an insurance agent selling life insurance, annuities, and long-term care, and is also a registered representative for Advisornet Financial and Kadence Wealth, and an advisory representative for Advisornet Wealth Management. Each of these activities takes about a quarter of Jason's time.
Employment History
Current Registrations
Pine Grove Financial Group
Previous Registrations
Advisornet Wealth Management
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Aig Capital Services, INC.Broker
Bluerock Capital Markets LLCBroker
Kbs Capital Markets Group LLCBroker
Cole Capital CorporationBroker
Kbs Capital Markets Group LLCBroker
Sun Life Financial Distributors, INC.Broker
Pacific Select Distributors, INC.Broker
Lincoln Financial Distributors, INC.Broker
Usallianz Investor Services, LLCBroker
First Investors CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.