James Peter Mortenson is an investment adviser representative (IAR) with state registration records since 2020, appearing at 2 firms. Currently registered with JOHNSON WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| JOHNSON WEALTH MANAGEMENT, LLC | 2023-10-02 | present | Yes |
| CWM, LLC | 2020-06-19 | 2023-09-06 | — |