Unclaimed Profile

Jennifer Ann Johnson

CORATICUM ASSET MANAGEMENT, LLC·MIDVALE, Utah

Clean record18 years registeredCORATICUM ASSET MANAGEMENT, LLC

6770 SOUTH 900 EAST, MIDVALE, UT 84047CRD# 5440558Firm CRD# 145551

Profile Verification

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

Identity

Jennifer Ann Johnson · MIDVALE, UT

Registration

CRD #5440558 · CORATICUM ASSET MANAGEMENT, LLC · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CORATICUM ASSET MANAGEMENT, LLC

CORATICUM ASSET MANAGEMENT, LLC

Mar 2008 – Mar 2018

MIDVALE, UT

Registrations & Exams

Registration record

First registered · March 28, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CORATICUM ASSET MANAGEMENT, LLC

CRD 145551 · SEC 801-70588

AUM

$139M

Regulatory assets under management

Employees

6 client accounts

Services offered by CORATICUM ASSET MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at CORATICUM ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Jennifer Ann Johnson offer?

Jennifer Ann Johnson specializes in Financial Planning, Investment Management, Retirement Planning.

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, last registered with CORATICUM ASSET MANAGEMENT, LLC.

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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