Kathleen A Johnson
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Kathleen A Johnson Email & Phone Number

Wealth Advisor at Jacobi Wealth Advisors
Location: Greater Philadelphia, United States 6 work roles
2 work emails found @metlife.com 1 phone found area 256 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 86%

Contact Signals · 2 work emails · 1 phone

Work email k****@metlife.com
Direct phone (256) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Jacobi Wealth Advisors
Role
Wealth Advisor
Location
Greater Philadelphia, United States
Company size
15 employees

Who is Kathleen A Johnson? Overview

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Quick answer

Kathleen A Johnson is listed as Wealth Advisor at Jacobi Wealth Advisors, a with 15 employees, based in Greater Philadelphia, United States. AeroLeads shows a work email signal at metlife.com, phone signal with area code 256, and a matched LinkedIn profile for Kathleen A Johnson.

Kathleen A Johnson previously worked as Financial Planner; Financial Services Representative at Creative Financial Group and Financial Advisor; Financial Services Representative; Financial Planner at Metlife Premier Client Group Of Greater Philadelphia, An Office Of Metlife.

Company email context

Email format at Jacobi Wealth Advisors

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{first_initial}{last}@metlife.com
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AeroLeads found 2 current-domain work email signals for Kathleen A Johnson. Compare company email patterns before reaching out.

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Profile bio

About Kathleen A Johnson

Specialties: Individual Financial Advisory Services: ★ Financial Planning ★ Insurance Planning (life, disability, long term care) ★ Estate Planning Strategies ★ College Planning ★ Retirement Planning ★ Personalized Managed AccountsBusiness Financial Advisory Services: ★ Employee Benefits ★ Qualified and Non Qualified Retirement Plans ★ Deferred Compensation ★ Business Succession & Exit Planning StrategiesSecurities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above. Investment Advisory Services are offered through Jacobi Capital Management, LLC, a Registered Investment Adviser. Jacobi Capital Management, LLC and Jacobi Wealth Advisors are entirely separate entities from LPL Financial. Jacobi Capital Management, LLC employs (or contracts with) individuals who may be (1)registered representatives of LPL and Investment Adviser Representatives of Jacobi Capital Management, LLC; or (2) solely Investment Adviser Representatives of Jacobi Capital Management, LLC. Although all personnel operate their businesses under the name of Jacobi Capital Management, LLC or Jacobi Wealth Advisors, they are each possibly subject to the differing obligations and limitations and may be able to provide differing products or services. Please speak with your financial professional for more information or see their personnel bio pages on the Jacobi Wealth Advisors website at www.jacobiwealth.com.• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Listed skills include Investments, Financial Planning, Insurance Planning, Portfolio Design, and 1 others.

Current workplace

Kathleen A Johnson's current company

Company context helps verify the profile and gives searchers a useful next step.

Jacobi Wealth Advisors
Jacobi Wealth Advisors
Wealth Advisor
1055 Westlakes Drive Suite 135, Berwyn,PA 19312,United States
Website
jacobiwealth.com
Employees
15
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Company profile
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6 roles · 47 years

Kathleen A Johnson work experience

A career timeline built from the work history available for this profile.

Financial Planner; Financial Services Representative

Creative Financial Group

16 Campus Boulevard, Newtown Square, Pa 19073

Assisted families and businesses reach their financial planning goals through consultation and evaluation of their current situation. As a woman business owner, I enjoy working with other women business leaders and professionals helping them understand the ins and outs of their financial health.

Jul 2016 - Sep 2022

Financial Advisor ♦ Wealth Management ♦ Retirement Planning ♦ Principal

Financial Security Analysts, Llc

Greater Philadelphia Area

Helped professionals, business owners and families work towards financial security and by recommending the appropriate strategies for their financial goals. Services catered to individuals and business owners in the Bucks County, Chester County, Philadelphia and Montgomery County as well as New Jersey, New York, Virginia, Maryland, Georgia, and Florida

Feb 2005 - Oct 2012

Financial Planner Associate | Financial Advisor Associate

Financial Security Analysts

I started my career at FSA in December, 1986. I worked with a Financial Advisor and quickly realized this was my future, my goal. After 18 years working as a Financial Planner Associate, I was given the opportunity to buy the practice with my partner, Steve Salinger.

Dec 1986 - Feb 2005

Financial Services Office Manager

Pennvest Corporation

King Of Prussia, Pa

Pennvest was a Financial Services company utilizing Limited Partnerships as investments to investors. I joined Pennvest in 1980 as the Office Manager and worked closely with the Managing Partners.

1980 - 1986 ~6 yrs
Team & coworkers

Colleagues at Jacobi Wealth Advisors

Other employees you can reach at jacobiwealth.com. View company contacts for 15 employees →

JJ Jason J. Maile, Cfp® Jason J. Maile, Cfp® Colleague at Jacobi Wealth AdvisorsBerwyn, Pennsylvania, United States View → FH Frank Haas Frank Haas Colleague at Jacobi Wealth AdvisorsPhoenixville, Pennsylvania, United States View → MD Michael D. Lovecchio, Cfp®, Cpfa® Michael D. Lovecchio, Cfp®, Cpfa® Colleague at Jacobi Wealth AdvisorsBerwyn, Pennsylvania, United States View → JH Jackie Herrin Jackie Herrin Colleague at Jacobi Wealth AdvisorsBerwyn, Pennsylvania, United States View → MB Michael Bree Michael Bree Colleague at Jacobi Wealth AdvisorsWilmington, Delaware, United States View → SM Stephen M. S. Stephen M. S. Colleague at Jacobi Wealth AdvisorsGreater Philadelphia, United States View → KA Kyle A. Bain, Ricp® Kyle A. Bain, Ricp® Colleague at Jacobi Wealth AdvisorsGreater Philadelphia, United States View →
FAQ

Frequently asked questions about Kathleen A Johnson

Quick answers generated from the profile data available on this page.

What company does Kathleen A Johnson work for?

Kathleen A Johnson works for Jacobi Wealth Advisors.

What is Kathleen A Johnson's role at Jacobi Wealth Advisors?

Kathleen A Johnson is listed as Wealth Advisor at Jacobi Wealth Advisors.

What is Kathleen A Johnson's email address?

AeroLeads has found 2 work email signals at @metlife.com for Kathleen A Johnson at Jacobi Wealth Advisors.

What is Kathleen A Johnson's phone number?

AeroLeads has found 1 phone signal(s) with area code 256 for Kathleen A Johnson at Jacobi Wealth Advisors.

Where is Kathleen A Johnson based?

Kathleen A Johnson is based in Greater Philadelphia, United States while working with Jacobi Wealth Advisors.

What companies has Kathleen A Johnson worked for?

Kathleen A Johnson has worked for Jacobi Wealth Advisors, Creative Financial Group, Metlife Premier Client Group Of Greater Philadelphia, An Office Of Metlife, Financial Security Analysts, Llc, and Financial Security Analysts.

Who are Kathleen A Johnson's colleagues at Jacobi Wealth Advisors?

Kathleen A Johnson's colleagues at Jacobi Wealth Advisors include Jason J. Maile, Cfp®, Frank Haas, Michael D. Lovecchio, Cfp®, Cpfa®, Jackie Herrin, and Michael Bree.

How can I contact Kathleen A Johnson?

You can use AeroLeads to view verified contact signals for Kathleen A Johnson at Jacobi Wealth Advisors, including work email, phone, and LinkedIn data when available.

What skills is Kathleen A Johnson known for?

Kathleen A Johnson is listed with skills including Investments, Financial Planning, Insurance Planning, Portfolio Design, and Investment Advisor Representative.

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