Elwis Johnson
KESTRA ADVISORY SERVICES
Lakewood, WA 98499
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CRD#: 6356996
Elwis Johnson JrKESTRA ADVISORY SERVICES
Professional summary
Elwis Johnson Jr, who also goes by Elwis Johnson Jr, Elwis Johnson, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Lakewood, Washington and KESTRA INVESTMENT SERVICES, LLC located in Lakewood, Washington.
Elwis is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Elwis has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Aliases
Elwis Johnson Jr | Elwis 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.
NAME: ELWIS JOHNSON POSITION: Owner NATURE: Renting vehicles INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/03/2022 ADDRESS: 1420 N Baltimore St, Tacoma WA 98406, United States DESCRIPTION: clean & service vehicles. NAME: OMEGA PSI PHI FRATERNITY INC. XAA CHAPTER POSITION: Chapter President NATURE: charitable service INVESTMENT RELATED: No # OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2023 ADDRESS: po box 7727, Tacoma WA 98417, United States DESCRIPTION: Lead monthly meetings and community service activities as they are needed. Public speaking and mentoring to youth in my community NAME: SOUTH SOUND NETWORKING POSITION: Vice President NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2026 ADDRESS: 10115 S Tacoma Way, Lakewood WA 98499, United States DESCRIPTION: we meet the 2nd, 3rd, and 4th Wednesday for lunch and in case the president is not able to attend, I will run the meeting. NAME: JT RESERVE POSITION: Owner NATURE: Cigar production and distribution INVESTMENT RELATED: No # OF HOURS: 50 SECURITIES TRADING HOURS: 10 START DATE: 12/15/2025 ADDRESS: 1420 N Baltimore St, Tacoma WA 98406, United States DESCRIPTION: creating relationships with vendors and introducing the brand to consumers.
CRS (Client Relationship Summary) - RIA
Click below to view Elwis Johnson Jr'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®
NoneExperience
Current
March 20, 2023 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 5515 Steilacoom Blvd Sw Suite 121, Lakewood, WA 98499RIA
CRD#: 283330
Lakewood, WA
Current
March 20, 2023 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 5515 Steilacoom Blvd Sw Suite 121, Lakewood, WA 98499BD
CRD#: 42046
Lakewood, WA
Past
July 24, 2017 - March 21, 2023
EDWARD JONES
RIA
CRD#: 250
LAKEWOOD, WA
Past
July 24, 2017 - March 21, 2023
EDWARD JONES
BD
CRD#: 250
LAKEWOOD, WA
Past
March 29, 2017 - July 17, 2017
WADDELL & REED
RIA
CRD#: 866
TACOMA, WA
Past
November 28, 2016 - July 17, 2017
WADDELL & REED
BD
CRD#: 866
TACOMA, WA
Past
July 22, 2014 - June 1, 2015
U.S. BANCORP ADVISORS, LLC
BD
CRD#: 14455
TACOMA, WA
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".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(3/20/2023)
RR
Arizona(3/20/2023)
RR
California(3/20/2023)
RR
Florida(3/20/2023)
RR
Georgia(3/20/2023)
RR
Idaho(5/12/2023)
RR
Kentucky(3/20/2023)
RR
Louisiana(3/20/2023)
RR
Nevada(3/20/2023)
RR
New Jersey(3/20/2023)
RR
New Mexico(3/20/2023)
RR
New York(6/16/2026)
RR
North Carolina(3/22/2023)
RR
Oklahoma(3/20/2023)
RR
Oregon(5/22/2023)
RR
South Carolina(3/20/2023)
RR
Texas(3/20/2023)
IAR
Texas(3/20/2023)
RR
Virginia(3/20/2023)
RR
Washington(3/20/2023)
IAR
Washington(3/20/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Loading...
Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/01/2025 | ||
| 12/23/2024 | ||
| 10/20/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330Lakewood, WA 98499TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
