Office: (408) 404-0009
Fax: (408) 626-0009
Email: info@johansonfinancial.com

Jennifer Johanson

Jennifer Johanson

Secretary/Treasurer

Job Description – Jennifer serves as our Secretary/Treasurer and keeps track of corporate records, history, and bookkeeping.  She specializes in real estate property management, and also supports our staff with special projects.

Education and Affiliations – 

  • Brigham Young University and University of Utah, Major in English and History
  • Professional Genealogical Researcher
  • Former Secretary of Santa Clara County Chapter of the Daughters of the American Revolution
  • Member of the Apartment Owners Association of America

Getting to Know Jennifer –

Jennifer loves spending time with her husband, four children, and nine grandchildren.  She also loves solving the mysteries of people’s lives through genealogy.  It’s gratifying for her to take a few facts about someone and discover their heritage, who their ancestors are, what they did, and how they got here.   She also enjoys horseback riding, traveling, and interior design.

  • Favorite holiday: Christmas
  • Something on Jennifer’s bucket list: Go on an archaeological dig
  • Favorite food: Tie between Peppermint Ice Cream & Spareribs
  • Biggest accomplishment: Fabulous Husband & Four Practically Perfect Children
  • Favorite book: Any Historical Novel 
  • Why Jennifer likes working at JFA: Aside from the obvious in being able to work with my husband, I really like how JFA offers so many services to our clients.  Not only is it beneficial to the client, but it allows for learning opportunities for the employees.  As a professional genealogical researcher, it is nice to see so many great people building a legacy for their future generations.

This commentary on this website reflects the personal opinions, viewpoints and analyses of the Johanson Financial Advisors, Inc. employees providing such comments, and should not be regarded as a description of advisory services provided by Johanson Financial Advisors, Inc. or performance returns of any Johanson Financial Advisors, Inc. Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Johanson Financial Advisors, Inc. manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results. 

Johanson Financial Advisors, Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Johanson Financial Advisors, Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Johanson Financial Advisors, Inc. unless a client service agreement is in place.

TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade and Johanson Financial Advisors, Inc. are separate and unaffiliated firms, and are not responsible for each other's services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC/NFA. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.

Charles Schwab & Co., Inc. (Schwab) is one of the firms that we use to custody our client assets. Schwab and Johanson Financial Advisors, Inc. are separate and unaffiliated firms, and are not responsible for each other's services or policies. Schwab does not endorse or recommend any advisor and the use of the Schwab logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by Charles Schwab & Co., Inc. (Schwab), a subsidiary of The Charles Schwab Corporation, member SIPC. Used with permission.

Certain representatives of JFA are also Registered Representatives offering securities through APW Capital, Inc., Member FINRA/SIPC - 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800) 637-3211. Johanson Financial Advisors, Inc. is independent of APW Capital, Inc. 

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