Jake Johnson

Jake Johnson

  • CFP
  • Financial Advisor
As a tireless student of markets both past and present, Jake Johnson gives decisive, thorough advice in his role as a Financial Advisor at Pelorus Capital Management. He enjoys simplifying complex financial topics and specializes in helping younger investors in growth mode.

Jake gained prior experience as a proprietary trader, account executive, and financial advisor before seeking a higher standard for himself and his clients at Pelorus Capital Management. Jake’s passion for markets started while completing a BS in Economics from Tulane, and he later earned the CERTIFIED FINANCIAL PLANNER™ certification. In addition, Jake has passed the CFA Level 1 exam.

Jake supports the New York Public Library, where he spent time discovering market history books during his four years in NYC. Outside of the office, he’s placing 1st in 25 kilometer trail races, spending the afternoon with his fiancé and his friends at the beach, or finding something to fix on his 1975 Ford F100!

CA Insurance License Number 0M50778. Resident State CA

JakeJ_bio page.jpg

Contact

Pelorus Capital Management - Headquarters

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, NM, NV, NY, OR, PA, SC, TN, TX, UT, VA, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX