AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
EJ

Earl Julius Johnson Iii

LEXUS WEALTH MANAGEMENT
OMAHA, NE
·CRD# 4274899·26 years experience

Professional Summary

Earl Julius Johnson III is a registered financial advisor currently at LEXUS WEALTH MANAGEMENT located in Omaha, Nebraska. Earl is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Earl has worked at 3 firms and has passed the Series 66, Series 7 and Series 24 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

Similar Advisors

Byron O Smith
Byron O Smith

OSAIC WEALTH, INC.

OMAHA, NE · CRD#
View profile

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Byron O Smith
Byron O Smith

OSAIC WEALTH, INC.

OMAHA, NE · CRD#

Contact Information

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

Similar Advisors

Byron O Smith
Byron O Smith

OSAIC WEALTH, INC.

OMAHA, NE · CRD#

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.

Similar Advisors

Byron O Smith
Byron O Smith

OSAIC WEALTH, INC.

OMAHA, NE · CRD#

Years of Experience

26 years in the financial services industry

Current & Past Employments

LEXUS WEALTH MANAGEMENT·CRD# 325200
RIA
11422 Miracle Hills Dr. Suite 408, Omaha, NE 68154
April 24, 2023 - Present
EVERGREEN CAPITAL MANAGEMENT INC·CRD# 104670
RIA
Omaha, NE
January 25, 2012 - June 13, 2023
WADDELL & REED·CRD# 866
RIA
Evergreen Park, IL
January 25, 2001 - December 8, 2011
WADDELL & REED·CRD# 866
BD
Evergreen Park, IL
November 15, 2000 - December 8, 2011

Similar Advisors

Byron O Smith
Byron O Smith

OSAIC WEALTH, INC.

OMAHA, NE · CRD#

Current Firm

LW
LEXUS WEALTH MANAGEMENT

LEXUS WEALTH MANAGEMENT | LEXUS WEALTH MANAGEMENT, LLC

CRD#: 325200
Georgia
Registered Investment Advisory firm - Georgia (4/24/2023 Approved)
Illinois
Registered Investment Advisory firm - Illinois (7/17/2023 Approved)
Nebraska
Registered Investment Advisory firm - Nebraska (3/30/2023 Approved)
Texas
Registered Investment Advisory firm - Texas (7/27/2023 Approved)

Contact Information

Main Address

11422 Miracle Hills Dr. Suite 408, Omaha, NE 68154

Phone Number

(402) 454-7222

# of Employees

3

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

490

AUM (Assets Under Management)

$42,263,886

Similar Advisors

Byron O Smith
Byron O Smith

OSAIC WEALTH, INC.

OMAHA, NE · CRD#

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.

Similar Advisors

Byron O Smith
Byron O Smith

OSAIC WEALTH, INC.

OMAHA, NE · CRD#

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
Georgia
(4/24/2023)
IAR
Illinois
(7/17/2023)
IAR
Nebraska
(6/14/2023)
IAR
Texas
(7/27/2023)

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 66 — Uniform Combined State Law Examination

Passed Dec 2000About the Series 66 exam

Series 7 — General Securities Representative Examination

Passed Nov 2000About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Oct 2005About the Series 24 exam

Similar Advisors

Byron O Smith
Byron O Smith

OSAIC WEALTH, INC.

OMAHA, NE · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Earl Julius Johnson III's CRS (Customer Relationship Summary).

Similar Advisors

Byron O Smith
Byron O Smith

OSAIC WEALTH, INC.

OMAHA, NE · CRD#
EJ
Follow Earl
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required