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Johanny De Jesus

Modern Wealth Management, LLC

Mesa, AZ

Kansas City, MO

CRD 5946087

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Employer firm

Modern Wealth Management, LLC CRD 324624

$10.9B regulatory AUM 5 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
Modern Wealth Management, Llc

1712 Main Street Suite 400, Kansas City, MO 64108 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-04-20
  • AZ RA
    APPROVED
    Since 2026-04-20

Branch Locations

Mesa, AZ • United States

1712 Main Street Suite 400, Kansas City, MO 64108 • 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
OrganizationCityStateFromTo
Edward Jones Tempe AZ 07/2011 11/2025
Modern Wealth Management, Llc Mesa AZ 04/2026 Present
Unemployed Mesa AZ 11/2025 03/2026
Previous Registrations
  • 2014-09-23 → 2025-11-18
    Edward Jones
    Tempe, AZ
    Tempe, AZ
    Tempe, AZ
    Mesa, AZ
    St Louis, MO
    St. Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-09-08
  • S66 Uniform Combined State Law Examination
    2014-09-08
Other Names
  • Johanny Dejesus
  • Johanny De Jesus

View on SEC IAPD

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