Jim Johnson

Jim H. Johnson [ChFEBC℠]

1811 N. 7th Street
Colorado Springs, CO 80907

Original Certification Date: 5/20/2011

ChFEBC℠ Number: C605101JJ

Organization: Sound Investment Strategies, Inc.

Broker Dealer: Gradient Investments

Phone: 719-649-9613
Cell: 907-202-1478
Fax: 719-471-1822

Email: jimjohnson43@hotmail.com

Website: www.soundinvestmentstrateiesinc.com
*Federal employees, retirees and those getting close to retirement

States Currently Licensed: AK, AR, AZ, CA, CO, FL, GA, HI, ID, IL, KY, MD, MI, MN, MO, MT, NV, NM, NC, OH, OK, OR, SC, TN, TX, UT, VA, WA, WV, WI, WY
I meet clients in a variety of places – their homes, work, hotel lobbies where I stay

State Insurance #: 25320

CRD #: 1939461

CFP #: C060511JJ

Primary Insurance: TD Ameritrade, Delaware Life, Americo, Fidelity & Guaranty, Security Benefit, Nationwide, American Equity, Athene, American Life, Pacific Life

Primary Investment: Gradient Investments, TD AmeriTrade

Services: Financial planning, retirement planning, retirement seminars, debt reduction counseling, special needs advice (information), buy/sell agreements, long-term care counseling, life insurance

Additional Information: I have 30 years of financial advice experience, the last 9 years primarily with retirees & those getting to retire