DJ
ChFC
DJ
ChFC

Donald Johnson

40 Years of Experience
Sebring, FL
BrokerSells Insurance

Donald Johnson is a ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Sebring, FL, with 40 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

2031 Us Highway 27 South, Sebring, FL, 33870

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Donald is involved in various business activities, including rental real estate, hunting lease management, and acting as a managing member or trustee for several LLCs and trusts. He is also an agent for Reliastar selling non-variable insurance.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2009 - Present · 17 yrs 1 mo
Raymond James Financial Services, INC.
December 1998 - Present · 27 yrs 5 mos
Raymond James Financial Services, INC.Broker
December 1998 - Present · 27 yrs 5 mos
Previous Registrations
Raymond James Financial Services
August 2006 - October 2009 · 3 yrs 2 mos
Johnson Stivender Wealth Advisors, INC.
March 1999 - March 2022 · 23 yrs
Raymond James Financial Services
December 1998 - December 2003 · 5 yrs
Ascend Financial Services, INC.Broker
April 1986 - December 1998 · 12 yrs 8 mos
Equico Securities, INC.Broker
October 1985 - April 1986 · 6 mos
The Equitable Life Assurance Society of the United StatesBroker
October 1985 - April 1986 · 6 mos
State Registrations22 states
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AdvisorBrokerBoth

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
No exam information available for this advisor.
Donald Johnson - Financial Advisor | TrueAdvisor