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RJ

Raymond Lamar Johnson Jr.

STEADFAST FINANCIAL SERVICES
LAKE MARY, FL
·CRD# 1889123·38 years experience

Professional Summary

Raymond Lamar Johnson JR. is a registered financial advisor currently at STEADFAST FINANCIAL SERVICES located in Lake Mary, Florida. Raymond is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Raymond has worked at 1 firm and has passed the Series 65, Series 2 and Series 22 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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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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Years of Experience

38 years in the financial services industry

Current & Past Employments

Current

STEADFAST FINANCIAL SERVICESCurrent·CRD# 115145
RIA
Lake Mary, FL
February 25, 2002 - Present

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Current Firm

SF
STEADFAST FINANCIAL SERVICES

STEADFAST FINANCIAL SERVICES | STEADFAST FINANCIAL SERVICES, INC.

CRD#: 115145 / SEC#: 801-60752
RIA
Registered Investment Advisory firm - SEC (4/1/2003 Terminated)
Florida
Registered Investment Advisory firm - Florida (2/23/2000 Approved)
Texas
Registered Investment Advisory firm - Texas (2/13/2024 Conditional Restricted)
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

Altamonte Springs, FL

Phone Number

(407) 786-0092

# of Employees

2

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

110

AUM (Assets Under Management)

$67,270,725

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

I AM ON THE BOARD OF DIRECTORS FOR R.L. JOHNSON CONSTRUCTION COMPANY, A REAL ESTATE DEVELOPMENT COMPANY. THIS BUSINESS IS NOT INVESTMENT RELATED IN THAT IT DOES NOT SEEK INVESTORS FOR ITS REAL ESTATE ACTIVITY. I MAY SPEND APPROXIMATELY 12 HOURS PER YEAR IN BOARD-RELATED ACTIVITY. THE BOARD MEETS APPROXIMATELY TWO TIMES PER YEAR.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

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

Series 65 — Uniform Investment Adviser Law Examination

Passed Oct 1993About the Series 65 exam

Series 2 — Non-Member General Securities Examination

Passed Jan 1995

Series 22 — Direct Participation Programs Representative Examination

Passed Oct 1988About the Series 22 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Raymond Lamar Johnson JR.'s CRS (Customer Relationship Summary).

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