Kelly Oliver Johnson

Employer firm

Deborah Wealth Advisory LLC CRD 341446

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2007 → 01/2020
  Vanguard Group
  Scottsdale, AZ
• 01/2020 → 06/2020
  Facet Wealth
  Baltimore, MD
• 03/2022 → 06/2025
  Schwab Wealth Advisory Inc
  Phoenix, AZ
• 03/2022 → 06/2025
  Charles Schwab
  Phoenix, AZ
• 07/2020 → 02/2022
  Unemployed
  Tempe, AZ
• 02/2026 → Present
  Deborah Wealth Advisory Llc
  Tempe, AZ
• 07/2025 → 03/2026
  Sabbatical
  Tempe, AZ

Previous Registrations

• 2022-03-31 → 2025-06-25
  Schwab Wealth Advisory, Inc.
  Phoenix, AZ
  Phoenix, AZ
• 2020-01-21 → 2020-06-22
  Facet
  West Palm Beach, FL
  Tempe, AZ
• 2014-06-03 → 2020-01-24
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-04-13

Designations

• Certified Financial Planner

Other Names

• Kelly E Oliver
• Kelly O Johnson
• Kelly Johnson
• Kelly Elizabeth Oliver