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Jennifer Ann Johnson

CORATICUM ASSET MANAGEMENT, LLC·MIDVALE, Utah
Unclaimed Profile
6770 SOUTH 900 EAST, MIDVALE, UT 84047CRD# 5440558Firm CRD# 145551
01

About

Jennifer Ann Johnson is a registered financial advisor based in MIDVALE, Utah, affiliated with CORATICUM ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
CORATICUM ASSET MANAGEMENT, LLC
CORATICUM ASSET MANAGEMENT, LLC
AUM
$139M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at CORATICUM ASSET MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5440558
Firm CRD# 145551
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jennifer Ann Johnson offer?
Jennifer Ann Johnson specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in MIDVALE, Utah for a consultation.
What are Jennifer Ann Johnson's credentials?
Jennifer Ann Johnson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jennifer Ann Johnson located?
Jennifer Ann Johnson is based in MIDVALE, Utah, working with CORATICUM ASSET MANAGEMENT, LLC. Their office serves clients in the MIDVALE metropolitan area and surrounding communities.
How does Jennifer Ann Johnson charge for services?
Jennifer Ann Johnson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CORATICUM ASSET MANAGEMENT, LLC?
CORATICUM ASSET MANAGEMENT, LLC has approximately 3 employees and manages $139M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Utah
SALT LAKE CITY (358)LEHI (82)PARK CITY (60)DRAPER (54)PROVO (47)
City Guides
SALT LAKE CITY GuideLEHI GuidePARK CITY GuideDRAPER GuidePROVO Guide
Research
Advisor Fees in UtahNational Fee Analysis
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