Financial advisor
JARED AUGUST JOHNSON
At Cerity Partners · Plymouth, MN
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Echo Wealth Management | Echo Wealth Management | Cerity Partners | Acquisition | October 1, 2026 | $337M |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| CERITY PARTNERS LLC | Investment adviser | October 1, 2026 | Current |
| ECHO WEALTH MANAGEMENT, LLC | Investment adviser | June 29, 2022 | October 8, 2026 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.