Kelly O. Johnson
Professional summary
Kelly Oliver Johnson, CFP®, who also goes by Kelly O Johnson, Kelly Johnson, Kelly E Oliver, Kelly Elizabeth Oliver, is a registered financial advisor currently at DEBORAH WEALTH ADVISORY LLC located in Tempe, Arizona.
Kelly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Kelly has worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kelly Oliver Johnson's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2014
Experience
April 22, 2026 - Present
DEBORAH WEALTH ADVISORY LLC
April 18, 2022 - June 22, 2025
CHARLES SCHWAB & CO., INC.
March 31, 2022 - June 25, 2025
SCHWAB WEALTH ADVISORY, INC.
January 21, 2020 - June 22, 2020
FACET
June 3, 2014 - January 24, 2020
VANGUARD ADVISERS, INC.
October 29, 2007 - January 24, 2020
VANGUARD MARKETING CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/22/2026)
Exams
Current Firm
DEBORAH WEALTH ADVISORY LLC
CRD#: 341446 / SEC#:
Contact information
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.
