Marcus D. Johnson

WILSON WEALTH MANAGEMENT GROUP, L. L. C.

Nashville, TN 37228

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CRD#: 5680929

Professional summary

Marcus D Johnson is a registered financial advisor currently at WILSON WEALTH MANAGEMENT GROUP, L. L. C. located in Nashville, Tennessee.

Marcus is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Marcus has worked at 4 firms and has passed the Series 66, SIE and Series 7 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.

MARCUS JOHNSON MUSIC; SAXOPHONIST. START DATE: 01/01/2011. 20 HO/MO. Insurance Agent - Start Date: 04/2016 - Non-investment Related - Insurance lines of business: Life, Accident & Health - Hours/per week during trading hours: 40 DBA- Johnson Capital LLC Start date 06/2018

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marcus D Johnson'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

June 1, 2021 - Present

WILSON WEALTH MANAGEMENT GROUP, L. L. C.

Office #1: 810 Dominican Dr Ste 104, Nashville, TN 37228

RIA

CRD#: 132912

Nashville, TN

Past

May 5, 2016 - August 13, 2019

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

RIA

CRD#: 611

FRANKLIN, TN

Past

April 25, 2016 - August 13, 2019

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

CRD#: 611

FRANKLIN, TN

Past

November 5, 2013 - March 21, 2016

EDWARD JONES

RIA

CRD#: 250

NASHVILLE, TN

Past

September 16, 2013 - March 21, 2016

EDWARD JONES

CRD#: 250

NASHVILLE, TN

Past

September 6, 2012 - September 3, 2013

EQUITABLE ADVISORS, LLC

CRD#: 6627

JERSEY CITY, NJ

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

North Carolina
(6/1/2021)

IAR

Tennessee
(7/28/2021)

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: 11/4/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/5/2012

General Securities Representative Examination

Current Firm

WILSON WEALTH MANAGEMENT GROUP, L. L. C.

WILSON WEALTH | WILSON WEALTH MANAGEMENT GROUP, L.L.C. | WILSON WEALTH MANAGEMENT GROUP, L. L. C.

CRD#: 132912 / SEC#:

Georgia

Registered Investment Advisory firm - (7/8/2019 Approved)

North Carolina

Registered Investment Advisory firm - (10/1/2004 Approved)

South Carolina

Registered Investment Advisory firm - (1/21/2005 Approved)

Tennessee

Registered Investment Advisory firm - (7/22/2021 Approved)

Texas

Registered Investment Advisory firm - (5/14/2019 Approved)

Virginia

Registered Investment Advisory firm - (12/1/2006 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).

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Contact information

Main Address

Charlotte, NC

Mailing Address

Phone number

(704) 327-3189

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	732
AUM (Assets Under Management)	$ 50,425,130

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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Marcus D. Johnson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marcus D Johnson's CRS (Customer Relationship Summary).

Certified licenses

Experience

WILSON WEALTH MANAGEMENT GROUP, L. L. C.

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

EDWARD JONES

EDWARD JONES

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/4/2013

SIE

Date: 10/1/2018

Series 7

Date: 9/5/2012

Current Firm

WILSON WEALTH MANAGEMENT GROUP, L. L. C.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WILSON WEALTH MANAGEMENT GROUP, L. L. C.

TRUST BUT VERIFY

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