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JJ

Jerry Devon Johnson

CFP®
SEQUENT PLANNING
Brandon, FL
·CRD# 1123678·43 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

J Johnson

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

CFP®
Certified Financial Planner

Years of Experience

43 years in the financial services industry

Current & Past Employments

SEQUENT PLANNING, LLC·CRD# 160381
RIA
Brandon, FL
August 7, 2024 - Present
OSAIC WEALTH, INC.·CRD# 23131
RIA
Brandon, FL
October 21, 2021 - July 22, 2024
OSAIC WEALTH, INC.·CRD# 23131
BD
Brandon, FL
October 20, 2021 - July 22, 2024
CALTON & ASSOCIATES, INC.·CRD# 20999
RIA
Brandon, FL
August 21, 2019 - October 21, 2021
CALTON & ASSOCIATES, INC.·CRD# 20999
BD
Tampa, FL
August 5, 2019 - October 21, 2021
NEXT FINANCIAL GROUP, INC.·CRD# 46214
BD
Brandon, FL
July 2, 2013 - August 7, 2019
OSAIC WEALTH, INC.·CRD# 23131
BD
Brandon, FL
December 1, 2006 - July 23, 2013
INVESTMENT ADVISORS & CONSULTANTS, INC.·CRD# 7996
BD
Brandon, FL
September 16, 1992 - December 4, 2006
WORLD INVESTMENTS, LLC·CRD# 20626
BD
Lincroft, NJ
December 14, 1987 - September 16, 1992
PFS INVESTMENTS INC.·CRD# 10111
BD
April 19, 1983 - October 7, 1987

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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 - SEC (9/10/2018 Approved)
Arizona
Registered Investment Advisory firm - Arizona (9/27/2018 Terminated)
Florida
Registered Investment Advisory firm - Florida (9/27/2018 Terminated)
Iowa
Registered Investment Advisory firm - Iowa (10/1/2018 Terminated)
Louisiana
Registered Investment Advisory firm - Louisiana (9/27/2018 Terminated)
Maryland
Registered Investment Advisory firm - Maryland (10/12/2018 Terminated)
Michigan
Registered Investment Advisory firm - Michigan (9/28/2018 Terminated)
Nebraska
Registered Investment Advisory firm - Nebraska (9/27/2018 Terminated)
Nevada
Registered Investment Advisory firm - Nevada (10/31/2018 Terminated)
New Jersey
Registered Investment Advisory firm - New Jersey (10/2/2018 Terminated)
North Carolina
Registered Investment Advisory firm - North Carolina (9/27/2018 Terminated)
Ohio
Registered Investment Advisory firm - Ohio (9/27/2018 Terminated)
Oregon
Registered Investment Advisory firm - Oregon (9/27/2018 Terminated)
Texas
Registered Investment Advisory firm - Texas (9/27/2018 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

8807 Indian Hills Drive, Omaha, NE 68114

Phone Number

(402) 953-3544

# of Employees

102

SEC notice filing (41 States and Territories)

Registered to provide investment advisory services in 41 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SEQUENT PLANNING LLC ADV PART 2A FIRM BROCHURE (8/14/2026)

Regulatory Assets Under Management

Total Number of Accounts

6,015

AUM (Assets Under Management)

$589,473,003

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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.

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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 - SEC (9/10/2018 Approved)
Arizona
Registered Investment Advisory firm - Arizona (9/27/2018 Terminated)
Florida
Registered Investment Advisory firm - Florida (9/27/2018 Terminated)
Iowa
Registered Investment Advisory firm - Iowa (10/1/2018 Terminated)
Louisiana
Registered Investment Advisory firm - Louisiana (9/27/2018 Terminated)
Maryland
Registered Investment Advisory firm - Maryland (10/12/2018 Terminated)
Michigan
Registered Investment Advisory firm - Michigan (9/28/2018 Terminated)
Nebraska
Registered Investment Advisory firm - Nebraska (9/27/2018 Terminated)
Nevada
Registered Investment Advisory firm - Nevada (10/31/2018 Terminated)
New Jersey
Registered Investment Advisory firm - New Jersey (10/2/2018 Terminated)
North Carolina
Registered Investment Advisory firm - North Carolina (9/27/2018 Terminated)
Ohio
Registered Investment Advisory firm - Ohio (9/27/2018 Terminated)
Oregon
Registered Investment Advisory firm - Oregon (9/27/2018 Terminated)
Texas
Registered Investment Advisory firm - Texas (9/27/2018 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.
IAR
Florida
(8/7/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Apr 1983About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 22 — Direct Participation Programs Representative Examination

Passed Jun 1988About the Series 22 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Apr 1983About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Jerry Devon Johnson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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JJ
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