Jerold Keith Johnson

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-05-16

FL RA
APPROVED

Since 2025-05-16

Branch Locations

9680 Sw 114Th Street, Ocala, FL 34481 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Cuna Mutual Group	Waverly	IA	07/2015	09/2022
Cuna Brokerage Services, Inc.	Waverly	IA	07/2015	09/2022
Lpl Financial Llc	Battle Creek	MI	05/2022	09/2022
Cuso Financial Services, Lp	San Diego	CA	09/2022	05/2025
Lpl Financial Llc	Ocala	FL	05/2025	Present

07/2015 → 09/2022

Cuna Mutual Group

Waverly, IA
07/2015 → 09/2022

Cuna Brokerage Services, Inc.

Waverly, IA
05/2022 → 09/2022

Lpl Financial Llc

Battle Creek, MI
09/2022 → 05/2025

Cuso Financial Services, Lp

San Diego, CA
05/2025 → Present

Lpl Financial Llc

Ocala, FL

Previous Registrations

2022-09-19 → 2025-05-15

Cuso Financial Services, L.P.

San Diego, CA

Ocala, FL
2022-05-18 → 2022-09-23

Lpl Financial Llc

Battle Creek, MI
2015-07-31 → 2022-05-18

Cuna Brokerage Services, Inc.

Kalamazoo, MI

Parchment, MI

Portage, MI

Kalamazoo, MI

Mattawan, MI

Kalamazoo, MI

Battle Creek, MI

Battle Creek, MI
2014-05-05 → 2015-03-27

J.P. Morgan Securities Llc

Battle Creek, MI
2008-08-11 → 2014-04-08

Ameriprise Financial Services, Llc

Tampa, FL

Portage, MI

Other Businesses

1- 05/15/2025 - Florida Wealth Management - DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date 05/16/2025 - 160 hours per month/ during trading

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-08-04

S66 Uniform Combined State Law Examination

2008-08-04

View on SEC IAPD