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Jeffrey Adams Johnson

SEVEN HILLS FINANCIAL, LLC·TALLAHASSEE, Florida
Series 6, Series 65Clean record19 years registeredSEVEN HILLS FINANCIAL, LLC
410 EAST 6TH AVENUE, TALLAHASSEE, FL 32303CRD# 2813334Firm CRD# 143190

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Adams Johnson · TALLAHASSEE, FL
Registration
CRD #2813334 · SEVEN HILLS FINANCIAL, LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

May 2007present
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 65
Registration record
First registered · May 1, 2007
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SEVEN HILLS FINANCIAL, LLC
CRD 143190 · SEC 801-129414
AUM
$107M
Regulatory assets under management
Employees
4
504 client accounts
Services offered by SEVEN HILLS FINANCIAL, 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
Introduction

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05

Frequently Asked Questions

What services does Jeffrey Adams Johnson offer?
Jeffrey Adams Johnson specializes in Financial Planning, Investment Management. Contact their office in TALLAHASSEE, Florida for a consultation.
What are Jeffrey Adams Johnson's credentials?
Jeffrey Adams Johnson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Adams Johnson located?
Jeffrey Adams Johnson is based in TALLAHASSEE, Florida, working with SEVEN HILLS FINANCIAL, LLC. Their office serves clients in the TALLAHASSEE metropolitan area and surrounding communities.
How does Jeffrey Adams Johnson charge for services?
Jeffrey Adams Johnson's firm is compensated through percentage of aum, hourly charges, other: third-party managers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SEVEN HILLS FINANCIAL, LLC?
SEVEN HILLS FINANCIAL, LLC has approximately 4 employees and manages $107M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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