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BJ

Billy J. Johnson

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CRD#: 259028
BJ

Professional summary


Being a previously registered professional could mean that this person 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.

Billy Joe Johnson, who also goes by B J Johnson, was a registered financial professional .

Billy is a previously registered financial professional and started their career in finance in 1967. Billy had worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 6 and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


B 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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


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

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 5, 2004 - December 31, 2015

WOODLANDS ASSET MANAGEMENT INC

RIA
CRD#: 108122
THE WOODLANDS, TX
Past

January 3, 2003 - December 31, 2015

NAVIGATOR SECURITIES LIMITED

BD
CRD#: 22373
THE WOODLANDS, TX
Past

October 1, 1997 - December 31, 2002

OSAIC FS, INC.

BD
CRD#: 3870
FORT WAYNE, IN
Past

November 18, 1996 - October 1, 1997

LINCOLN FINANCIAL INVESTMENT SERVICES CORPORATION

BD
CRD#: 5178
FORT WAYNE, IN
Past

May 5, 1986 - March 1, 1988

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

May 1, 1979 - May 14, 1986

USLIFE EQUITY SALES CORP.

BD
CRD#: 7962
Past

December 1, 1973 - May 1, 1979

LINCOLN EQUITIES CORPORATION

BD
CRD#: 4462
Past

May 22, 1969 - May 17, 1972

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
Past

December 15, 1967 - May 30, 1974

CONSOLIDATED PROGRAMS, INC.

BD
CRD#: 177

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 7/22/2004
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 11/24/1967
Registered Representative Examination

Current Firm


WA
WOODLANDS ASSET MANAGEMENT INC
WOODLANDS ASSET MANAGEMENT INC

CRD#: 108122 / SEC#: 801-55551

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Contact information


Main Address
10655 Six Pines Dr Ste 100, The Woodlands, TX 77380
Mailing Address
Po Box 7805, The Woodlands, TX 77387
Phone number
(281) 367-2483
Established
Firm type
Fiscal year end
# of Employees
6

Documents


Latest Form ADV

Part 2 Brochures

PART 2A-032222 (3/22/2022)

Regulatory assets under management


Total Number of Accounts802
AUM (Assets Under Management)$ 412,542,065

Red Flags


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.

Company Information


WOODLANDS ASSET MANAGEMENT INC

CRD#: 108122

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