Jalen D Johnson

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-04-13
OH	RA	APPROVED	2022-03-17

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

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

Organization	City	State	From	To
The Vanguard Group, Inc.	Malvern	PA	08/2020	10/2021
Amazon	Twinsburg	OH	06/2017	07/2020
Cedar Point	Sandusky	OH	04/2018	10/2018
Kmart	Seven Hills	OH	07/2014	04/2018
Distribution Data Incorporated	Cleveland	OH	06/2016	07/2017
Kent State University	Kent	OH	08/2016	11/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pepper Pike	OH	10/2021	Present

08/2020 → 10/2021

The Vanguard Group, Inc.

Malvern, PA
06/2017 → 07/2020

Amazon

Twinsburg, OH
04/2018 → 10/2018

Cedar Point

Sandusky, OH
07/2014 → 04/2018

Kmart

Seven Hills, OH
06/2016 → 07/2017

Distribution Data Incorporated

Cleveland, OH
08/2016 → 11/2020

Kent State University

Kent, OH
10/2021 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pepper Pike, OH

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-03-15
S63	Uniform Securities Agent State Law Examination	2021-02-08

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