Jared Lee Johnson
Portfolio Manager-Equities at Baker Avenue Asset Management LP
Profile
Mr. Jared L.
Johnson is a Wealth Advisor & Director at Baker Avenue Asset Management LP.
He has over a decade of wealth management experience with an expertise in servicing affluent clients.
He specializes in customized portfolio management, retirement income planning, and trust services.
Prior to joining the BakerAvenue Dallas office, Mr. Johnson served as a Private Client representative at TD Ameritrade where he focused on all aspects and of wealth management including trading strategies and risk management for high net worth clients.
He began his career in the financial industry with Bank of America and as a Financial Advisor with Bank of America Investments.
He holds a B.A.
from the University of North Dakota.
Jared Lee Johnson active positions
| Companies | Position | Start |
|---|---|---|
Baker Avenue Asset Management LP
 Baker Avenue Asset Management LP Investment ManagersFinance Baker Avenue Asset Management LP (dba BakerAvenue) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Simon Baker in 2004. BakerAvenue provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, trusts, and other US institutions. | Portfolio Manager-Equities | 2012-12-31 |
Former positions of Jared Lee Johnson
| Companies | Position | End |
|---|---|---|
TD Ameritrade Trust Co.
 TD Ameritrade Trust Co. Investment ManagersFinance TD Ameritrade Trust Co. (TD Ameritrade) is an investment management firm headquartered in Denver, Colorado. The firm is a subsidiary of TD Ameritrade Online Holdings Corp., ultimately held by The Charles Schwab Corp. (NYSE: SCHW). TD Ameritrade offers legally established taxable living, revocable, irrevocable and testamentary trusts. They provide asset custody, trust and comprehensive back-office support services through institutional clients only (third-party administrators, record keepers and investment advisors). | Corporate Officer/Principal | 2012-12-30 |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Corporate Officer/Principal | - |
Training of Jared Lee Johnson
| University of North Dakota | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Baker Avenue Asset Management LP
Baker Avenue Asset Management LP Investment ManagersFinance Baker Avenue Asset Management LP (dba BakerAvenue) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Simon Baker in 2004. BakerAvenue provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, trusts, and other US institutions. | Finance |
TD Ameritrade Trust Co.
TD Ameritrade Trust Co. Investment ManagersFinance TD Ameritrade Trust Co. (TD Ameritrade) is an investment management firm headquartered in Denver, Colorado. The firm is a subsidiary of TD Ameritrade Online Holdings Corp., ultimately held by The Charles Schwab Corp. (NYSE: SCHW). TD Ameritrade offers legally established taxable living, revocable, irrevocable and testamentary trusts. They provide asset custody, trust and comprehensive back-office support services through institutional clients only (third-party administrators, record keepers and investment advisors). | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Finance |
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