Jackson Gray Johnson

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 10/2023 → 05/2025
  Cuso Financial Services, Lp
  San Diego, CA
• 10/2023 → Present
  Allegacy Federal Credit Union
  Tobaccoville, NC
• 09/2019 → 10/2023
  Edward Jones Investments
  Rural Hall, NC
• 04/2020 → 08/2020
  Trump Victory Nc
  Winston-Salem, NC
• 08/2016 → 05/2020
  Full-Time Education - Stokes Early College High School
  Danbury, NC
• 08/2020 → 05/2023
  Full-Time Education - Liberty University
  Lynchburg, VA
• 05/2025 → Present
  Lpl Financial Llc
  Tobaccoville, NC

Previous Registrations

• 2024-01-18 → 2025-05-15
  Cuso Financial Services, L.P.
  Tobaccoville, NC

Other Businesses

1. 05/15/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Allegacy Investment Group - Investment Related - At Reported Business Location(s) - Start Date 04/30/2025 - 160 Hours per Month/ During Trading. 2. 10/21/2025 - King Public Library - Non-Profit Board Member - Not Investment Related - King, NC - Start Date 09/15/2025 - 1 Hour per Month/ 0 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2024-01-17

Other Names

• Jack Gray Johnson