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VJ

Van Edward Johnson

CRD# 2188649·Registered 1991 - 2025
Previously Registered: Being a previously registered professional could mean that Van is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Van Edward Johnson was a registered financial advisor. Van was a previously registered financial professional and started their career in finance 1991 - 2025. Van had worked at 5 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7, Series 51 and Series 24 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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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

34 years in the financial services industry

Current & Past Employments

REDWOOD PRIVATE WEALTH·CRD# 312942
RIA
Tempe, AZ
May 15, 2023 - March 28, 2025
OSAIC SERVICES, INC.·CRD# 133763
RIA
Tempe, AZ
October 31, 2005 - May 31, 2023
OSAIC SERVICES, INC.·CRD# 133763
BD
Tempe, AZ
October 31, 2005 - May 31, 2023
SENTRA SECURITIES CORPORATION·CRD# 10249
RIA
Tempe, AZ
July 17, 2002 - October 31, 2005
SENTRA SECURITIES CORPORATION·CRD# 10249
BD
Phoenix, AZ
March 6, 1997 - October 31, 2005
EQUITY SERVICES, INC.·CRD# 265
BD
Montpelier, VT
February 8, 1995 - March 21, 1997
EQUITY SERVICES, INC.·CRD# 265
BD
Montpelier, VT
August 11, 1994 - December 31, 1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
New York, NY
December 12, 1991 - July 13, 1994

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Current Firm

RP
REDWOOD PRIVATE WEALTH

ACCELERATED WEALTH STRATEGIES | WEALTH PLANNERS ADVISORY GROUP | VET WEALTH | TRAKAS FINANCIAL LLC | TJ BEEMAN ADVISORY GROUP, INC. | THE RETIREMENT ASSET MANAGEMENT GROUP | TERRY MORTON WEALTH ADVISORS, LLC | TAMPA BAY ADVISORY, LLC | STRATEGIC ASSET MANAGEMENT, LTD. | RETIREMENT FINANCIAL CONSULTANTS LLC | RETIREMENT AND INVESTMENT SOLUTIONS, LLC | REDWOOD PRIVATE WEALTH, LLC | REDWOOD PRIVATE WEALTH | OSTB WEALTH STRATEGIES | NICOLAYSEN WEALTH PARTNERS, INC. | NEXTFOLIO | NEW CENTURY CAPITAL MANAGEMENT LLC | MKT INVESTMENTS, LLC | MKT INVESTMENTS | METROKAS-KAMISON ASSOCIATES | MATTHEWS INVESTMENT COMPANY | MARTIN SHAPIRO FINANCIAL SERVICES | MAIN STREET FINANCIAL STRATEGIES | LIVE LIFE WELL FINANCIAL | JNORTH FINANCIAL, LLC | INSPIRE WEALTH | HEARTFELT FINANCIAL SOLUTIONS, LLC | GOLD FEDERAL ADVISORS | FOCAL POINT FINANCIAL SERVICES | EVANS FINANCIAL GROUP, LLC | COMPASS WEALTH STRATEGIES | CASON FINANCIAL GROUP | BREESE FINANCIAL GROUP LLC | BLACKSTONE WEALTH PROTECTORS | BLACK WEALTH FINANCIAL | ADVISORS FINANCIAL PLANNING GROUP

CRD#: 312942 / SEC#: 801-120723

Contact Information

Main Address

3930 E. Ray Road Suite 155, Phoenix, AZ 85044

Phone Number

(480) 646-3504

# of Employees

61

Documents

Latest Form ADV

Part 2 Brochures

ADV PART 2 BROCHURE (3/31/2024)

Regulatory Assets Under Management

Total Number of Accounts

1,788

AUM (Assets Under Management)

$267,560,801

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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.

1) VAN E. JOHNSON LICENSED INSURANCE PRODUCER; INVESTMENT RELATED; 4600 S MILL AVE, SUITE 200, TEMPE AZ 85282; FIXED INSURANCE PRODUCTS; NUMBER OF HOURS PER MONT: 40 HOURS DURING TRADING: 20; START DATE: 01/01/1997

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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 66 — Uniform Combined State Law Examination

Passed Jul 2002About the Series 66 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 1995About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 1991About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Dec 1991About the Series 7 exam

Series 51 — Municipal Fund Securities Principal Examination

Passed Apr 2008About the Series 51 exam

Series 24 — General Securities Principal Examination

Passed Jun 1997About the Series 24 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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