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Ronald Lee Johnson

Osaic Advisory Services, LLC

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About Ronald Lee Johnson

Ronald Johnson has been in the financial industry since 1997. Currently, Ronald is a Registered Representative with Osaic Advisory Services, LLC, working from their Englewood, CO office. Ronald has held previous positions with various firms, including Triad Advisors LLC, Parkland Securities, LLC, Woodbury Financial Services, Inc. and Washington Square Securities, Inc. Ronald holds the Series 6, Series 63, and Series 65 licenses. Ronald also passed the SIE Exam. Ronald is an experienced financial professional with a proven track record of success. Ronald provides financial advice to individuals, businesses, and charitable organizations. Ronald specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services. Ronald has a strong commitment to providing clients with personalized financial advice and guidance.

Firm Information

Ronald Johnson is currently registered with Osaic Advisory Services, LLC. Osaic Advisory Services, LLC is an independent financial advisor located in Atlanta, GA. The firm provides financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and charitable organizations. With over 760 investment adviser representatives, the firm manages over $4.9 billion in assets for clients. The firm participates in a wrap fee program and is registered with the SEC.
Osaic Advisory Services, LLC

2300 WINDY RIDGE PARKWAY

ATLANTA, GA 30339

$4.94B

Assets Under Management

55

Total Clients

147

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ronald Johnson’s Registration & Firm History

CO

11/10/2023 - Present

Osaic Advisory Services, LLC (Englewood CO)

CO

11/10/2023 - 08/23/2024

TRIAD ADVISORS LLC (Englewood CO)

CO

10/28/2020 - 11/10/2023

PARKLAND SECURITIES, LLC (ENGLEWOOD CO)

CO

11/16/2009 - 06/06/2019

PARKLAND SECURITIES, LLC (ENGLEWOOD CO)

CO

01/17/2002 - 11/17/2009

WOODBURY FINANCIAL SERVICES, INC. (DENVER CO)

CT

04/07/2000 - 02/13/2002

WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)

DE

01/27/1999 - 04/14/2000

1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)

MN

05/14/1996 - 01/29/1999

ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)

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Licenses & Designations

IA

Issued 09/29/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/10/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/13/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ronald Lee Johnson.
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