Beverly D. Johnson

BDJ WEALTH MANAGEMENT LLC

Plano, TX 75024

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CRD#: 6285946

Professional summary

Beverly Deloris Johnson is a registered financial advisor currently at BDJ WEALTH MANAGEMENT LLC located in Plano, Texas.

Beverly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Beverly has worked at 3 firms 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.

Beverly Deloris Johnson is a partner at PJS Services, LLC where she is involved with Business Development, Tax Filing, and Tax Planning services. She receives $15,000 per year in compensation with 5 to 10 hours dedicated to this activity per month. Beverly Deloris Johnson is the owner of Teach Them 2 Fish where she is involved in Financial Education, Consulting, and Advising as a Consultant. She receives compensation for these services based on a client contract with 5 to 10 hours dedicated to this activity per month. Ms. Johnson is licensed with the Texas Department of Insurance. She can offer fixed insurance products for which she will receive commissions from the insurance companies through an independent insurance agency.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Beverly Deloris 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

May 29, 2020 - Present

BDJ WEALTH MANAGEMENT LLC

Office #1: 4521 Big Sky Drive, Plano, TX 75024

RIA

CRD#: 309290

Plano, TX

Past

April 30, 2020 - June 8, 2020

FINANCIAL GRAVITY ASSET MANAGEMENT, INC.

RIA

CRD#: 144008

ALLEN, TX

Past

August 6, 2015 - April 27, 2020

FINANCIAL GRAVITY ASSET MANAGEMENT, INC.

RIA

CRD#: 144008

ALLEN, TX

Past

January 16, 2014 - July 22, 2015

MURPHY & SYLVEST

RIA

CRD#: 165130

DALLAS, TX

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

Texas
(5/29/2020)

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: 12/9/2013

Uniform Investment Adviser Law Examination

Current Firm

BDJ WEALTH MANAGEMENT LLC

CRD#: 309290 / SEC#:

Texas

Registered Investment Advisory firm - (5/29/2020 Approved)

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Contact information

Main Address

4521 Big Sky Drive, Plano, TX 75024

Mailing Address

Phone number

(469) 619-9525

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	165
AUM (Assets Under Management)	$ 33,776,713

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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Beverly D. Johnson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Beverly Deloris Johnson's CRS (Customer Relationship Summary).

Certified licenses

Experience

BDJ WEALTH MANAGEMENT LLC

FINANCIAL GRAVITY ASSET MANAGEMENT, INC.

FINANCIAL GRAVITY ASSET MANAGEMENT, INC.

MURPHY & SYLVEST

State Registrations and Notice Filings

Exams

Series 65

Date: 12/9/2013

Current Firm

BDJ WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BDJ WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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