JM
James Mortenson
from Johnson Wealth Management, LLC
James Mortenson is a financial advisor based in North Dakota, Grand Forks,
with 11 years of experience. James currently works for
Johnson Wealth Management, LLC.
James maintains a S65 license (Uniform Investment Adviser Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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James Mortenson works at Johnson Wealth Management, LLC
Johnson Wealth Management, LLC is a financial advisory firm based in Grand Forks, North Dakota. It currently has approximately $169,427,001 of assets under management and employs about 1 people. Johnson Wealth Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
3 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
322 Demers Avenue, Suite 402, Grand Forks, North Dakota, 58201
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