Jennifer Johnson has held the title Member at Three Magnolias Financial Advisors since February 2009, is a control person of the firm and directly owns 75% or more of it. Jennifer Johnson holds a Bachelor's degree from the University of North Carolina at Chapel Hill and an MBA from the University of North Carolina at Greensboro.
Three Magnolias Financial Advisors, LLC is a Winston Salem, NC firm with $487M under management, 618 clients and 5 advisers across 2 offices, as of its March 2026 filing.
Jennifer Johnson came to work for Three Magnolias Financial Advisors in March 2005. She began her career in financial services as a financial advisor with American Express Financial Advisors, where she helped clients prepare for retirement and college expenses and advised on wealth management, insurance needs and estate planning. Earlier, she worked as a claims representative with State Farm Insurance.
Jennifer Johnson’s longest registration is the current one, 18 years at Three Magnolias Financial Advisors since 2008. Before joining Three Magnolias Financial Advisors in 2008, Jennifer Johnson was registered through American Express Financial Advisors, Inc.
- – present · 18 yearsWinston Salem, NC · Adviser representative · Firm CRD 114471
- American Express Financial Advisors, Inc.– · 1 yearHigh Point , NC · Adviser representative · Firm CRD 6363
Professional designations
Listed by Three Magnolias Financial Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Jennifer Johnson is registered as an investment adviser representative in North Carolina, since September 2008.
- North CarolinaSince 16 September 2008
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 52TO | Municipal Securities Representative Examination | 10 June 2024 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 53 | Municipal Securities Principal Examination | 28 May 2013 |
| Series 24 | General Securities Principal Examination | 20 February 2013 |
| Series 7 | General Securities Representative Examination | 10 November 2003 |
| Series 66 | Uniform Combined State Law Examination | 1 November 2003 |
- Name
- Municipal Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Municipal Securities Principal Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Combined State Law Examination
- Full name
- Jennifer Wingler Johnson
- CRD
- 4707808
- Firm
- Three Magnolias Financial Advisors · CRD 114471
- Role
- Member
- Office
- 110 OAKWOOD DRIVE, SUITE 480, Winston Salem, NC 27103
- Registration
- Investment adviser and broker registrations
- In the industry since
- April 2004
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Jennifer Johnson work?
Jennifer Johnson has held the title Member at Three Magnolias Financial Advisors, LLC since February 2009, and is a control person of the firm.
Is Jennifer Johnson a financial advisor?
Yes. Jennifer Johnson has a current investment-adviser registration in North Carolina, through Three Magnolias Financial Advisors since September 2008.
How many years of experience does Jennifer Johnson have?
Jennifer Johnson has 22 years in the financial industry, since April 2004, across 2 adviser firms.
What exams has Jennifer Johnson passed?
Jennifer Johnson has passed 5 licensing exams: the Series 66, Series 7, Series 24, Series 53 and Series 52TO. The earliest, the Series 66, was passed in November 2003. FINRA credited Jennifer Johnson with the SIE, which began in October 2018.
Where did Jennifer Johnson work before Three Magnolias Financial Advisors?
Before Three Magnolias Financial Advisors, Jennifer Johnson was registered through American Express Financial Advisors, Inc., November 2003 to December 2004.
Where is Jennifer Johnson based?
Jennifer Johnson’s registered office is in Winston Salem, NC.
Is Jennifer Johnson registered with FINRA?
Yes. Jennifer Johnson has a current broker registration, under CRD 4707808.
Source: FINRA BrokerCheck
Is Jennifer Johnson a CFP?
Three Magnolias Financial Advisors lists Jennifer Johnson with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Jennifer Johnson biography, threemagnoliasfinancialadvisors.com
How can I verify Jennifer Johnson’s record?
Search CRD 4707808 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jennifer Johnson’s full registration record.
