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Kelly Oliver Johnson

Schwab Wealth Advisory, Inc.

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About Kelly Oliver Johnson

Kelly Johnson is a financial advisor who is registered with the state of Arizona and Texas. Kelly is also registered with FINRA. Kelly has been in the industry since August 4, 2009, and currently works for Schwab Wealth Advisory, Inc. Kelly has a variety of licenses and certifications, including the Series 6, 7, and 63 exams. Kelly also holds the Certified Financial Planner designation. Kelly provides a variety of financial advisory services, including financial planning, portfolio management for individuals and businesses.

Firm Information

Kelly Johnson is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Kelly Johnson’s Registration & Firm History

AZ

07/17/2022 - Present

Schwab Wealth Advisory, Inc. (Phoenix AZ)

AZ

10/29/2007 - 01/24/2020

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

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Licenses & Designations

BC

Issued 04/13/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/24/2013

Series 7 - General Securities Representative Examination

BC

Issued 10/26/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Kelly Oliver Johnson.
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