Johansen & Jones ratings, reviews and complaints - Financial Planning and Management Services

Complaints and Resolutions

Complaint Experience

N/A

Complaint Resolution Index (CRI)

Complaint Resolution Index (CRI) Explained The Complaint Resolution Index (CRI) is an indicator on how responsive a company is in addressing and resolving customer complaints brought to their attention by BCA. If they are considering doing business with the company, consumers can use this indicator to forecast the likelihood of having their issues addressed if a problem arises. CRI measures the company's customer satisfaction abilities through BCA’s complaint mediation process.

A variety of factors are considered when calculating CRI. This includes how quickly a company responds to complaints, the number of complaints against a company, whether the company addressed complaint allegations, and the outcome of the complaints. CRI is just a subset of the overall rating for the company. Consumers are encouraged to take into consideration the company's CRI, their overall BCA letter rating and other relevant information about the company so they can make a well-informed purchasing decision.

BCA's Summary and Analysis:

We have received no complaints against this company.

Our complaint services are free and our team of expert mediators will assist in resolving complaints with businesses.

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Complaint Closing Statistics

0 complaints against Johansen & Jones closed in last 3 years.

Complaints	Type of response
0	Making a full refund, as the consumer requested
0	Making a partial refund
0	Agreed to make an adjustment
0	Refusing to make an adjustment
0	Refuse to adjust, relying on terms of agreement
0	Unanswered

Other Information

Company Info

Johansen & Jones provides financial planning and investment advisory services, specializing in securities investment and estate planning as well as offering insuance, tax, and notary public related services.

Primary Contact:	Cherie Jones (Owner)
Business Started:	4/3/2003
Social:

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Licensing

California Department of Insurance

Verified License

License Number: 0D96360
Status: Active

This company may be required to be licensed or registered for the services they provide.

To inquire on the status of this company's Financial Investment Advisor or Broker license or registration please contact the Financial Industry Regulatory Authority (FINRA) at www.finra.org or call (301) 590-6500.

To inquire on the status of this company's Tax Preparer license or registration please contact the Internal Revenue Service at www.irs.gov or via email at [email protected].

To inquire about this company's Insurance services license or registration please contact the California Department of Insurance at http://www.insurance.ca.gov or call 800-967-9331.

This company's Resident Insurance Producer's license number is 0682398

Government Actions

BCA has no information regarding government actions at this time.

Comments and Analysis

We have no further comment about this company's business practices or analysis of its offer that may assist you in your consideration of this company.

Other Considerations

We know of no other matter or practice relating to this company that may assist you in your consideration of this company.

Industry Resources

Advertising Reviews

Additional Info

DBAs:

Frances Johansen

Cherie Jones & Associates

Cherie A. Jones

Websites:
There are no additional web sites.

Contacts:

Frances Johansen (Enrolled Agent)