Jerry Johnson is a CFP-designated registered investment advisor at Sequent Planning, LLC, based in Brandon, FL, with 43 years of industry experience. Jerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 6,015 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Sequent Planning sets an annual fee cap of 1.75%. Individual investment adviser representatives have discretion to set fees within this limit, and fees are negotiable.
Fee Estimator
Location
Brandon, FL
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jerry sells annuities through Senior Market Sales and Medicare plans through MedEd, dedicating a few hours per week to each. He also owns Johnson Brothers & Kurios, Inc., an S-Corp used for tax purposes related to his work as a representative and CFP, spending about 10-20% of his time on it.
Employment History
Current Registrations
Sequent Planning, LLC
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Calton & Associates, INC.
Calton & Associates, INC.Broker
Next Financial Group, INC.Broker
Royal Alliance Associates, INC.Broker
Investment Advisors & Consultants, INC.Broker
Tfs Securities, INC.Broker
First American National Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Yalin Piloto, CFP, ChFCEdward Jones
- Justin Slater, CFPEdward Jones
- Stephen Scott, CFPAbacus Planning Group, INC.
- Michael Lehman, CFPLPL Financial LLC
- Charles Thurman, ChFC
- Robert Stark, CFPCambridge Investment Research Advisors, INC.