Keri Neujahr (CRD# 6774550) is an Investment Advisor Representative working at Johnson Financial Group LLC in Denver, CO and has over 3 years of experience in the finance industry.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Johnson Financial Group LLC | Denver, CO | Jul 2021 - Current | 2 |
| Jfg Wealth Management, LLC | Denver, CO | Jul 2021 - Current | 2 |
| Johnson Financial Group LLC | Denver, CO | Nov 2019 - Jun 2021 | 1 |
| Jfg Wealth Management, LLC | Denver, CO | Nov 2019 - Jun 2021 | 1 |
| Bnp Paribas | Denver, CO | Jun 2018 - Oct 2019 | 1 |
| Bnp Paribas | Denver, CO | Apr 2018 - Jun 2018 | < 1 |
| Janus Henderson Investors | Denver, CO | Dec 2016 - Mar 2018 | 1 |
| Liberti Usa | Denver, CO | Aug 2016 - Dec 2016 | < 1 |
| Wakefield Asset Management | Greenwood Village, CO | Apr 2016 - Jul 2016 | < 1 |
| Mount Yale Capital | Denver, CO | Dec 2015 - Apr 2016 | < 1 |
| University Of Denver | Denver, CO | Sep 2014 - Mar 2016 | 1 |
| Chaparral Royalty Company | Midland, TX | May 2014 - Aug 2014 | < 1 |
| The University Of Texas At Austin | Austin, TX | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2020 |
- CO
-
Total Assets Under Management2,476MILLIONS
-
Total Number of Accounts788ACCOUNTS
-
Average Account Value$3,142,376
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
CO, DC, KS, MD, NE, NY, OK, TX, VA
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