Derek M. Johnson

FERGUSON-JOHNSON WEALTH MANAGEMENT

Rockville, MD 20850

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CRD#: 4598757

Professional summary

Derek Matthew Johnson is a registered financial advisor currently at FERGUSON-JOHNSON WEALTH MANAGEMENT, INC. located in Rockville, Maryland.

Derek is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Derek has worked at 1 firm and has passed the Series 65 exam.

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 Derek Matthew Johnson's CRS (Customer Relationship Summary).

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

September 28, 2000 - Present

FERGUSON-JOHNSON WEALTH MANAGEMENT, INC.

Office #1: 51 Monroe St. Suite Pe 25, Rockville, MD 20850

RIA

CRD#: 109232

Rockville, MD

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FERGUSON-JOHNSON WEALTH MANAGEMENT, INC.

FERGUSON ASSET MANAGEMENT INC | FERGUSON-JOHNSON WEALTH MANAGEMENT, INC. | FERGUSON JOHNSON WEALTH MANGEMENT | FERGUSON JOHNSON WEALTH MANAGEMENT

CRD#: 109232 / SEC#: 801-56625

RIA

Registered Investment Advisory firm - (6/23/1999 Approved)

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

Maryland
(9/28/2000)

IAR

Texas
(9/12/2022)

IAR

Virginia
(2/25/2002)

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 65

Date: 9/5/2000

Uniform Investment Adviser Law Examination

Current Firm

FERGUSON-JOHNSON WEALTH MANAGEMENT, INC.

FERGUSON ASSET MANAGEMENT INC | FERGUSON-JOHNSON WEALTH MANAGEMENT, INC. | FERGUSON JOHNSON WEALTH MANGEMENT | FERGUSON JOHNSON WEALTH MANAGEMENT

CRD#: 109232 / SEC#: 801-56625

RIA

Registered Investment Advisory firm - (6/23/1999 Approved)

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Contact information

Main Address

51 Monroe St. Suite Pe 25, Rockville, MD 20850

Mailing Address

Phone number

(301) 670-0994

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 ADV PART 2-REVISED (2/27/2025)

Regulatory assets under management

Total Number of Accounts	522
AUM (Assets Under Management)	$ 270,874,727

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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Derek M. Johnson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Derek Matthew Johnson's CRS (Customer Relationship Summary).

Certified licenses

Experience

FERGUSON-JOHNSON WEALTH MANAGEMENT, INC.

Primary Firm SEC Registration

FERGUSON-JOHNSON WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/5/2000

Current Firm

FERGUSON-JOHNSON WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FERGUSON-JOHNSON WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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