Kurtis L. Johnson

PBMARES WEALTH MANAGEMENT LLC

HARRISONBURG, VA 22801

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CRD#: 4994444

Professional summary

Kurtis Lee Johnson, CFP®, who also goes by Kurt Lee Johnson, Kurtis L Johnson, is a registered financial advisor currently at PBMARES WEALTH MANAGEMENT LLC located in Harrisonburg, Virginia.

Kurtis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Kurtis has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kurt Lee Johnson | Kurtis L 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.

All Saints Anglican Church, 3889 Ivy Road, Charlottesville, VA 2290: Treasurer: 02/2022 - Present: Non Investment Related: Responsible for balancing church bank accounts and making quarterly reports to the vestry. This is a volunteer position. Devotes approximately 8 hours per month, none of which are during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kurtis Lee 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®

CFP^®

Certified Financial Planner

Start date: 2008

Experience

Current

February 7, 2018 - Present

PBMARES WEALTH MANAGEMENT LLC

Office #1: 558 South Main Street, Harrisonburg, VA 22801

RIA

CRD#: 116218

HARRISONBURG, VA

Past

December 3, 2012 - January 24, 2018

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

CHARLOTTESVILLE, VA

Past

June 22, 2009 - November 14, 2012

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

COVINGTON, KY

Past

February 19, 2008 - November 13, 2012

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

COVINGTON, KY

Past

June 5, 2007 - November 7, 2007

FIDELITY DISTRIBUTORS COMPANY LLC

CRD#: 17507

COVINGTON, KY

Past

May 24, 2006 - April 3, 2007

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

CINCINNATI, OH

Past

May 24, 2006 - April 3, 2007

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

CINCINNATI, OH

Past

July 22, 2005 - June 12, 2006

FIFTH THIRD SECURITIES, INC.

CRD#: 628

CINCINNATI, OH

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".

PBMARES WEALTH MANAGEMENT LLC

FINANCIAL VISION LLC | WITT MARES FINANCIAL VISION, LLC | WITT MARES FINANCIAL VISION LLC | PBMARES WEALTH MANAGEMENT LLC

CRD#: 116218 / SEC#: 801-62425

RIA

Registered Investment Advisory firm - (10/21/2003 Approved)

Virginia

Registered Investment Advisory firm - (10/21/2003 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Virginia
(2/7/2018)

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: 6/19/2009

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/19/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 1/24/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/1/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/21/2005

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PBMARES WEALTH MANAGEMENT LLC

FINANCIAL VISION LLC | WITT MARES FINANCIAL VISION, LLC | WITT MARES FINANCIAL VISION LLC | PBMARES WEALTH MANAGEMENT LLC

CRD#: 116218 / SEC#: 801-62425

RIA

Registered Investment Advisory firm - (10/21/2003 Approved)

Virginia

Registered Investment Advisory firm - (10/21/2003 Terminated)

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Contact information

Main Address

4801 Courthouse Street Suite 128, Williamsburg, VA 23188

Mailing Address

Phone number

(757) 229-7180

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PBMARES WEALTH MANAGEMENT FORM ADV PART 2A (3/4/2025)

Regulatory assets under management

Total Number of Accounts	2,685
AUM (Assets Under Management)	$ 1,302,024,713

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/20/2025	Cover Page	Report
09/24/2024	Cover Page	Report
12/20/2023	Cover Page	Report

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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Firm Stability Insights

Kurtis L. Johnson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kurtis Lee Johnson's CRS (Customer Relationship Summary).

Certified licenses

Experience

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

FIDELITY DISTRIBUTORS COMPANY LLC

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

FIFTH THIRD SECURITIES, INC.

Primary Firm SEC Registration

PBMARES WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/19/2009

Series 63

Date: 9/19/2005

SIE

Date: 1/24/2018

Series 7

Date: 2/1/2008

Series 6

Date: 7/21/2005

Current Firm

PBMARES WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

PBMARES WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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