Unclaimed Profile

Jodi Marie Johnston

FINANCIAL ADVISERS OF AMERICA, LLC·CARLSBAD, California

SIE, Series 6, Series 7, Series 24, Series 63, Series 65, Series 99TOClean record10 years registeredFINANCIAL ADVISERS OF AMERICA, LLC

1930 PALOMAR POINT WAY, CARLSBAD, CA 92008CRD# 2836464Firm CRD# 142170

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jodi Marie Johnston · CARLSBAD, CA

Registration

CRD #2836464 · FINANCIAL ADVISERS OF AMERICA, LLC · 10 years registered

Brand Profile

Not yet started

Career History

NWF ADVISORY SERVICES INC

Oct 2021 – present

AMERIPRISE FINANCIAL SERVICES, LLC

Feb 2019 – Oct 2021

IRVINE, CA

WADDELL & REED

Mar 2018 – Feb 2019

RIVERSIDE, CA

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

Aug 2016 – Mar 2018

Long Beach, CA

TD AMERITRADE, INC.

Aug 2016 – Mar 2018

LONG BEACH, CA

CITRINE SECURITIES, LLC

Jan 2016 – Aug 2016

ANAHEIM HILLS, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Series 99TO

Registration record

First registered · January 6, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FINANCIAL ADVISERS OF AMERICA, LLC

CRD 142170 · SEC 801-69221

AUM

$164M

Regulatory assets under management

Employees

681 client accounts

Services offered by FINANCIAL ADVISERS OF AMERICA, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FINANCIAL ADVISERS OF AMERICA, LLC →

Introduction

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Frequently Asked Questions

What services does Jodi Marie Johnston offer?

Jodi Marie Johnston specializes in Financial Planning, Investment Management. Contact their office in CARLSBAD, California for a consultation.

What are Jodi Marie Johnston's credentials?

Jodi Marie Johnston is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jodi Marie Johnston located?

Jodi Marie Johnston is based in CARLSBAD, California, working with FINANCIAL ADVISERS OF AMERICA, LLC. Their office serves clients in the CARLSBAD metropolitan area and surrounding communities.

How does Jodi Marie Johnston charge for services?

Jodi Marie Johnston's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FINANCIAL ADVISERS OF AMERICA, LLC?

FINANCIAL ADVISERS OF AMERICA, LLC has approximately 50 employees and manages $164M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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