Unclaimed
Molly Johnson is a financial advisor with Raymond James & Associates, Inc. Molly is licensed in Texas and has been in the financial services industry since 2016. Prior to joining Raymond James, Molly was employed by Dimensional Fund Advisors, Juniper Square Capital, and DFA Securities LLC. Molly holds the Series 7, Series 66, and SIE licenses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
01/02/2024 - Present
Raymond James & Associates, Inc. (Austin TX)
CA
03/21/2023 - 09/18/2023
JUNIPER SQUARE CAPITAL (ENCINITAS CA)
TX
10/21/2016 - 04/06/2022
DFA SECURITIES LLC (AUSTIN TX)
TX
05/20/2011 - 08/22/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
BOTH
Issued 12/13/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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