DJ
CFP
DJ
CFP

Donald Johnson

11 Years of Experience
Sebring, FL
Broker

Donald Johnson is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Sebring, FL, with 11 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 Activities

Donald is a partner in Boothill Rd Hunt Club, LLC and Reel Cracker Charters, LLC, and a board member for Highland County Board of County Commissioners Hospital District, dedicating minimal time to each. He is also the beneficiary owner of Sypher, dedicating a few hours per week to it.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2014 - Present · 11 yrs 9 mos
Raymond James Financial Services, INC.Broker
April 2014 - Present · 12 yrs 1 mo
Previous Registrations
Johnson Stivender Wealth Advisors, INC.
August 2014 - March 2022 · 7 yrs 7 mos
State Registrations3 states
FLGAKY
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