Brian Clark Johnson

Current Employers

Employment History

• 07/2018 → 12/2019
  Douglas Johnson Iar For Kms
  Lewiston, ID
• 03/2019 → 11/2020
  Kms Financial Services, Inc.
  Seattle, WA
• 08/2010 → 06/2018
  St. Joseph Regional Medical Center
  Lewiston, ID
• 11/2020 → 06/2024
  Securities America, Inc.
  Lewiston, ID
• 11/2020 → 11/2024
  Arbor Point Advisors
  Lewiston, ID
• 06/2024 → Present
  Osaic Wealth, Inc.
  Lewiston, ID
• 01/2020 → Present
  Johnson Financial Group Llc
  Lewiston, ID
• 11/2024 → Present
  Osaic Advisory Services, Llc
  Atlanta, GA

Previous Registrations

• 2020-11-06 → 2024-11-08
  Arbor Point Advisors
  Lewiston, ID
• 2020-05-12 → 2020-11-06
  Kms Financial Services, Inc.
  Lewiston, ID
  Seattle, WA

Other Businesses

1. LC VALLEY DOWN & DIRTY MUD RUN POSITION: Board Director NATURE: This is a 501(c) (3) organization. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/26/2025 ADDRESS: 1239 Warner Ave, Lewiston ID 83501 DESCRIPTION: Volunteer board member. Attend meetings, fundraising support, participate in event planning, set up, event coordination, and tear-down. 2. JOHNSON FINANCIAL GROUP POSITION: Owner, Financial Advisor, Portfolio Engineer NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2020 ADDRESS: 828 8th Ave, Lewiston ID 83501 DESCRIPTION: I am the owner of Johnson Financial Group. I provide investment advice, model portfolio management services, and operational/business support to Osaic Wealth, Inc. & Osaic Advisory Services, LLC, affiliated advisors. I create and maintain model portfolios that are made available via custodial clearing platforms (i.e., Charles Schwab/WMP) for advisors to utilize for their client accounts. I may have fee arrangements with advisors who transact securities-related business offered through Osaic Wealth, Inc. and Osaic Advisory Services, LLC. 3. OSAIC ADVISORY SERVICES POSITION: Investment Advisor Representative NATURE: LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/14/2024 ADDRESS: 2300 Windy Ridge Pkwy Ste 750 Atlanta GA 30339 DESCRIPTION: Provide Investment Advisory services via Charles Schwab. 4. BLUEJAY ADVISOR, LLC POSITION: Member NATURE: The structure is an LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2026 ADDRESS: 3439 7th Street D, Lewiston ID 83501, United States DESCRIPTION: I am the owner of BlueJay Advisor, LLC. This OBA is established for investment advisory and portfolio management services fee revenue received from RIA and security business revenue. 5. CA Financial Services (2) POSITION: Financial Advisor NATURE: LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 5 START DATE: 07/02/2018 ADDRESS: 828 8th Ave Lewiston Idaho 83501 DESCRIPTION: CA Financial Services is an OBA I provide model portfolio management services to, including investment advice, educational/compliance support, as well as business operations consulting to support its affiliate Advisors in managing client investment accounts and their respective financial practice. I receive split fees from its affiliated advisors for the services provided. It is held out to the public from which investment services are offered through Osaic Wealth and Osaic Advisory Services. I have split-fee arrangements with advisors associated with CA Financial Services, but I maintain no financial interest in this OBA.

Exams

• S66 Uniform Combined State Law Examination
  2020-05-07