Carson Dale Johnson

Employer firm

Peterson Wealth Advisors, LLC CRD 146349

$830M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars

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

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

Current Employers

Employment History

• 06/2016 → 10/2019
  Fidelity Investments
  American Fork, UT
• 11/2019 → 06/2020
  First Financial Advisors Lc
  Orem, UT
• 06/2020 → Present
  Peterson Wealth Advisors, Llc
  Orem, UT

Previous Registrations

• 2019-11-01 → 2020-06-09
  First Financial Advisors
  Orem, UT
• 2018-12-21 → 2019-10-15
  Fidelity Personal And Workplace Advisors
  American Fork, UT

Other Businesses

Instructor; Investment related: No; Location: 1214 So 3750 East Provo Utah 84602; Responsibilities Duties: Mr Carson Johnson is an Instructor at Brigham Young University where he teaches a class about retirement. He receives less than $3,000 per year for teaching.; Start date: 2026-01-21; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 6; Percentage of total yearly compensation expected to be derived from the business: 0.

Exams

• S66 Uniform Combined State Law Examination
  2018-11-29
• S63 Uniform Securities Agent State Law Examination
  2016-07-23

Designations

• Certified Financial Planner