Donna Wilson Johns

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 12/2015 → 01/2019
  Nylife Securities Llc
  Waltham, MA
• 10/2015 → 01/2019
  New York Life Insurance Company
  Waltham, MA
• 04/2011 → 03/2019
  Grand Canyon University
  Phoenix, AZ
• 01/2019 → 01/2022
  Mass Mutual Life Insurance Company
  Warwick, RI
• 01/2019 → 01/2022
  Mml Investors Services
  Warwick, RI
• 10/2022 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 10/2022 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 02/2022 → 10/2022
  Barnum Financial Group
  Warwick, RI

Previous Registrations

• 2020-08-25 → 2022-02-08
  Mml Investors Services, Llc
  Warwick, RI

Other Businesses

1) DESTINY LIFE CENTER INTERNATIONAL, INC, 90 PLEASANT ST, RANDOLPH, MA, 01/2017, ASSISTANT PASTOR, NIR, 45 HR/MO, 0 HR/MO TRADING. 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 10/2022, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING. 3) BARTLETT WEALTH MANAGEMENT, 1275 WAMPSNOAG TRAIL, SUITE 8A, EAST PROVIDENCE, RI, 10/2023, ADVISOR, DBA, INV REL, 160 HR/MO, 160 HR/MO TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-08-11
• S63 Uniform Securities Agent State Law Examination
  2016-04-18

Other Names

• Donna Louise Wilson
• Donna Louise Wilson Johns
• Donna Louise Johns