Ivory Jerome Johnson

Current Employers

Employment History

• 03/2012 → 05/2019
  Lpl Financial Llc
  Washington, DC
• 04/2012 → 08/2021
  Independent Financial Partners
  Washington, DC
• 05/2019 → 08/2021
  Ifp Securities, Llc
  Washington, DC
• 08/2021 → Present
  Vanderbilt Securities, Llc
  Woodbury, NY
• 08/2021 → Present
  Consolidated Portfolio Review Corp.
  Woodbury, NY

Previous Registrations

• 2012-05-09 → 2021-09-03
  Independent Financial Partners
  Washington, DC
• 2007-11-27 → 2014-05-08
  Berkshire Money Management, Inc.
  Washington, DC
• 2001-07-05 → 2012-04-09
  Scarborough Capital Management, Inc.
  Annapolis, MD

Other Businesses

1) CNBC Contributor. Investment related. Start date: 03/20/2012. Address: 1116 G St, SE Washington DC, 20003. Title: Author/Contributor. Duties: Write Articles for CNBC.com and appear on the air for the network as a member of the Financial Advisor Council. Time Spent during regular hours: 5%. 2) Ivory Johnson; Rental Property. Not investment related. Start date: 05/20/2013. Address: 575 Grand Street, NY, NY 10002. Title: Owner, Duties: I own an apartment in Manhattan that I rent to the general public. Current tenants are not clients. Time spent during regular business hours: 0%. 3) DBA - Delancey Wealth Management, LLC. Investment Related. Start date: 09/17/2013. Address: 20 F Street, NW, Washington DC, 20001. Title: Owner. Duties: Financial and wealth planning, including estate, investment, insurance and retirement planning. Time Spent during regular business hours is 100%. 4) Treasurer of Epsilon Boule (Sigma Pi Phi); produce financial statements, budget and pay expenses; started 08/01/2021; not involved in managing an investment account and does not provide recommendations; time spent during regular business hours is 1%. 5) Journal of Financial Planning. Investment Related. Start date: 10/01/2022. Address : 1116 G St, Washington DC, 20003. Title: Author. Duties : Write quarterly column on digital assets for the Journal of Financial Planning. All articles are approved by compliance. Time spent during regular business hours: 0%. 6) Meritage Wealth Insurance Advisors. Not investment related. Start date: 01/01/2024. Address: 20 F Street, NW, Washington DC, 20003. Title: Insurance Sales. Duties: Meritage in an insurance agency that allows me to sell LTC and IUL policies to my clients. I have a longstanding personal relationship with the owner who I trust. I have secured E&O insurance separate from what is offered at Vanderbilt Securities. Time spent during regular business hours: 5%. 7) Get Expat Match, LLC. Not investment related. Start date: 05/13/2026. Address: 36 Westmore Lane, Palm Coast, FL 32164. Title: Owner. Duties: I used vibe coding to build an AI driven site that allows users to take an assessment and determine which countries best suit their budget and lifestyle, and for $20 they can get a detailed report on an individual country and the requirements to move there (visa, work permit, health insurance, income requirements, safety index, energy dependability etc). Time spent during regular business hours: 0%.

Exams

• S66 Uniform Combined State Law Examination
  2001-08-14
• S63 Uniform Securities Agent State Law Examination
  1990-12-04

Designations

Other Names

• Ivory J Johnson