JJ
Jerry D. Johnson
SEQUENT PLANNING
Brandon, FL
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CRD#: 1123678
JJ
Professional summary
Jerry Devon Johnson, CFP®, who also goes by J Johnson, is a registered financial advisor currently at SEQUENT PLANNING, LLC located in Brandon, Florida.
Jerry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Jerry has worked at 7 firms and has passed the Series 63, SIE, Series 22 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
J Johnson
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
No. 1) Name of Business: Senior Market Sales. Non-Investment related. Address: 8420 W Dodge Rd., Omaha, FL 68114. Nature of Business: Annuity sales expected to be primarily through Annexus related carriers and some MYGA annuities expected to be higher rated A range and above, never below B+ and that is not likely. Position/Title/Relationship: Agent. Start Date: Summer/Fall of 2019. Hours per month: 10. Hours per month during Securities trading hours: 2. Duties/Responsibilities: Sales. No. 2) Name of Business: MedEd. Non-Investment related. Address: 717 Redondo Dr., Brandon, FL 33511. Nature of Business: DBA for Medicare, Supps, MADP, PDP. Position/Title/Relationship: Master General Agent. Start Date: 01/01/2019. Hours per month: 10. Hours per month during Securities trading hours: 0. Duties/Responsibilities: I sell Medicare plans via phone and seminars. No. 3) MEDED SENIOR SOLUTIONS/SMS POSITION: Agent NATURE: Insurance agent INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/01/2019 ADDRESS: 717 Redondo Dr, Brandon FL 33511, United States DESCRIPTION: Help clients enroll in Medicare plans No. 4) JOHNSON BROTHERS & KURIOS, INC. POSITION: Pres/owner NATURE: It is a Sub-S corp.. It is how I handle my taxes.My contracts are in my personal name, I am paid in my personal name and I simply deposit the checks in the corp. acct, pay bills from there and file both a corp. and personal return at the end of each year.The CPA and EA show personal1099s to reflect source of funds and corp. deposits etc. They have done so for decades.Clients have little to no interaction or knowledge of the S Corp. It is not client promoted as a brand. It is simply how we (my CPA and I) process revenue and expenses. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 10/01/1995 ADDRESS: 717 Redondo Dr, Brandon FL 33511, United States DESCRIPTION: There are no separate duties. I work as a Rep and CFP and I sign over/deposit checks from that work in the Johnson Brothers & Kurios Inc account.There is no brother active in the corp. Only me. That had been a plan, didn't work that way but corp. was already filed.
CRS (Client Relationship Summary) - RIA
Click below to view Jerry Devon Johnson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
August 7, 2024 - Present
SEQUENT PLANNING, LLC
RIA
CRD#: 160381
Brandon, FL
Past
October 21, 2021 - July 22, 2024
OSAIC WEALTH, INC.
RIA
CRD#: 23131
BRANDON, FL
Past
October 20, 2021 - July 22, 2024
OSAIC WEALTH, INC.
BD
CRD#: 23131
BRANDON, FL
Past
August 21, 2019 - October 21, 2021
CALTON & ASSOCIATES, INC.
RIA
CRD#: 20999
Brandon, FL
Past
August 5, 2019 - October 21, 2021
CALTON & ASSOCIATES, INC.
BD
CRD#: 20999
TAMPA, FL
Past
July 2, 2013 - August 7, 2019
NEXT FINANCIAL GROUP, INC.
BD
CRD#: 46214
BRANDON, FL
Past
December 1, 2006 - July 23, 2013
OSAIC WEALTH, INC.
BD
CRD#: 23131
BRANDON, FL
Past
September 16, 1992 - December 4, 2006
INVESTMENT ADVISORS & CONSULTANTS, INC.
BD
CRD#: 7996
BRANDON, FL
Past
December 14, 1987 - September 16, 1992
WORLD INVESTMENTS, LLC
BD
CRD#: 20626
LINCROFT, NJ
Past
April 19, 1983 - October 7, 1987
PFS INVESTMENTS INC.
BD
CRD#: 10111
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SP
SEQUENT PLANNING, LLC
ELEVUS | UNION PLANNING CENTER | SEQUENT PLANNING, LLC | FUTURITY FIRST WEALTH MANAGEMENT
CRD#: 160381 / SEC#: 801-113971
RIA
Registered Investment Advisory firm - (9/10/2018 Approved)Arizona
Registered Investment Advisory firm - (9/27/2018 Terminated)Florida
Registered Investment Advisory firm - (9/27/2018 Terminated)Iowa
Registered Investment Advisory firm - (10/1/2018 Terminated)Louisiana
Registered Investment Advisory firm - (9/27/2018 Terminated)Maryland
Registered Investment Advisory firm - (10/12/2018 Terminated)Michigan
Registered Investment Advisory firm - (9/28/2018 Terminated)Nebraska
Registered Investment Advisory firm - (9/27/2018 Terminated)Nevada
Registered Investment Advisory firm - (10/31/2018 Terminated)New Jersey
Registered Investment Advisory firm - (10/2/2018 Terminated)North Carolina
Registered Investment Advisory firm - (9/27/2018 Terminated)Ohio
Registered Investment Advisory firm - (9/27/2018 Terminated)Oregon
Registered Investment Advisory firm - (9/27/2018 Terminated)Texas
Registered Investment Advisory firm - (9/27/2018 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(8/7/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SP
SEQUENT PLANNING, LLC
ELEVUS | UNION PLANNING CENTER | SEQUENT PLANNING, LLC | FUTURITY FIRST WEALTH MANAGEMENT
CRD#: 160381 / SEC#: 801-113971
RIA
Registered Investment Advisory firm - (9/10/2018 Approved)Arizona
Registered Investment Advisory firm - (9/27/2018 Terminated)Florida
Registered Investment Advisory firm - (9/27/2018 Terminated)Iowa
Registered Investment Advisory firm - (10/1/2018 Terminated)Louisiana
Registered Investment Advisory firm - (9/27/2018 Terminated)Maryland
Registered Investment Advisory firm - (10/12/2018 Terminated)Michigan
Registered Investment Advisory firm - (9/28/2018 Terminated)Nebraska
Registered Investment Advisory firm - (9/27/2018 Terminated)Nevada
Registered Investment Advisory firm - (10/31/2018 Terminated)New Jersey
Registered Investment Advisory firm - (10/2/2018 Terminated)North Carolina
Registered Investment Advisory firm - (9/27/2018 Terminated)Ohio
Registered Investment Advisory firm - (9/27/2018 Terminated)Oregon
Registered Investment Advisory firm - (9/27/2018 Terminated)Texas
Registered Investment Advisory firm - (9/27/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8420 West Dodge Road Suite 110, Omaha, NE 68114
Mailing Address
Phone number
(402) 953-3544
Established
Firm type
Fiscal year end
# of Employees
91
SEC notice filing (39 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,102 |
| AUM (Assets Under Management) | $ 394,657,254 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
