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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Devon Johnson is an investment advisor representative with Sequent Planning, LLC. Jerry has been in the industry for over 30 years and holds multiple licenses and certifications. Jerry holds the Series 6, 22, and 63 licenses and the SIE certification. Jerry is also a Certified Financial Planner. Jerry has worked with a variety of firms over the years including OSAIC WEALTH, INC., Calton & Associates, INC., NEXT FINANCIAL GROUP, INC., ROYAL ALLIANCE ASSOCIATES, INC. and INVESTMENT ADVISORS & CONSULTANTS, INC. Jerry offers a variety of services including financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, and portfolio management for individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
FL
01/01/2025 - Present
Sequent Planning, LLC (Brandon FL)
FL
10/20/2021 - 07/22/2024
OSAIC WEALTH, INC. (BRANDON FL)
FL
08/05/2019 - 10/21/2021
CALTON & ASSOCIATES, INC. (TAMPA FL)
FL
07/02/2013 - 08/07/2019
NEXT FINANCIAL GROUP, INC. (BRANDON FL)
FL
12/01/2006 - 07/23/2013
ROYAL ALLIANCE ASSOCIATES, INC. (BRANDON FL)
FL
09/16/1992 - 12/04/2006
INVESTMENT ADVISORS & CONSULTANTS, INC. (BRANDON FL)
NJ
12/14/1987 - 09/16/1992
TFS SECURITIES, INC. (LINCROFT NJ)
NA
04/19/1983 - 10/07/1987
FIRST AMERICAN NATIONAL SECURITIES, INC.
BC
Issued 04/19/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/18/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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