JJ

Jay Johnson

Advisor at SmartPro Financial

Jay Johnson is currently an advisor at SmartPro Financial. Prior to that, Jay worked as an insurance specialist II at Edward Jones from September 2014 to January 2017. In this role, Jay was a subject matter expert regarding insurance and annuity products and provided assistance with order entry, order corrections, and product delivery and retention requirements. Jay also educated branch teams about tools and resources to ensure accuracy and efficiency. Prior to Edward Jones, Jay worked as an ownership transition team - estates and divorce case manager at Merrill Edge from May 2014 to September 2014. In this role, Jay assisted clients needing to transition their accounts due to death or divorce and provided step-by-step instructions to ensure all necessary paperwork was received to process accounts promptly. Jay has a proven track record of providing excellent customer service and is dedicated to ensuring all transactions are completed in a timely manner.

Jay Johnson has a high school diploma from Billerica Memorial High School and has taken courses at Rio Salado.

Timeline

  • Advisor

    Current role

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