Earl J. Johnson

LEXUS WEALTH MANAGEMENT

OMAHA, NE 68154

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CRD#: 4274899

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) - RIA

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

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

Current

April 24, 2023 - Present

LEXUS WEALTH MANAGEMENT

Office #1: 11422 Miracle Hills Dr. Suite 408, Omaha, NE 68154

RIA

CRD#: 325200

OMAHA, NE

Past

January 25, 2012 - June 13, 2023

EVERGREEN CAPITAL MANAGEMENT INC

RIA

CRD#: 104670

OMAHA, NE

Past

January 25, 2001 - December 8, 2011

WADDELL & REED

RIA

CRD#: 866

EVERGREEN PARK, IL

Past

November 15, 2000 - December 8, 2011

WADDELL & REED

CRD#: 866

EVERGREEN PARK, IL

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.

Highlighted states indicate IAR registrations

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

State Security Law Exam

IAR

Series 66

Date: 12/14/2000

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 11/14/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/18/2005

General Securities Principal Examination

Current Firm

LEXUS WEALTH MANAGEMENT

LEXUS WEALTH MANAGEMENT | LEXUS WEALTH MANAGEMENT, LLC

CRD#: 325200 / SEC#:

Georgia

Registered Investment Advisory firm - (4/24/2023 Approved)

Illinois

Registered Investment Advisory firm - (7/17/2023 Approved)

Nebraska

Registered Investment Advisory firm - (3/30/2023 Approved)

Texas

Registered Investment Advisory firm - (7/27/2023 Approved)

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Contact information

Main Address

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

Mailing Address

Phone number

(402) 454-7222

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	432
AUM (Assets Under Management)	$ 34,164,951

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.

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Earl J. Johnson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

LEXUS WEALTH MANAGEMENT

EVERGREEN CAPITAL MANAGEMENT INC

WADDELL & REED

WADDELL & REED

State Registrations and Notice Filings

Exams

Series 66

Date: 12/14/2000

Series 7

Date: 11/14/2000

Series 24

Date: 10/18/2005

Current Firm

LEXUS WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LEXUS WEALTH MANAGEMENT

TRUST BUT VERIFY

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