Reginald K Johnson

Employer firm

Missionsquare Retirement CRD 108783

$6.31B regulatory AUM 3,264 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 08/2016 → 02/2023
  The Vanguard Group, Inc.
  Charlotte, NC
• 08/2006 → 05/2019
  Unc-Charlotte
  Charlotte Nc, NC
• 01/2016 → 11/2024
  The Bridgeport Group Ii
  Charlotte, NC
• 09/2024 → 06/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
• 06/2022 → 06/2023
  Goodwill Ind Southern Piedmont
  Charlotte, NC
• 04/2023 → 07/2023
  Meritage Homes Of The Carolinas
  Charlotte, NC
• 03/2023 → 04/2023
  Associate Staffing, Llc
  Charlotte, NC
• 12/2024 → 06/2025
  Bank Of America, N.A.
  Charlotte, NC
• 08/2025 → Present
  Missionsquare Investment Services
  Washington, DC
• 08/2025 → Present
  Missionsquare Retirement
  Washington, DC

Previous Registrations

• 2024-12-04 → 2025-06-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
• 2017-11-20 → 2023-02-24
  Vanguard Advisers, Inc.
  Charlotte, NC

Other Businesses

(MSQ) Name of the other business: MissionSquare Retirement. Address of the other business: 777 N. Capitol Street, NE, Washington, DC 20002. Nature of the other business: MissionSquare is a Delaware non-profit corporation established in 1972 to assist state and local governments and their agencies and instrumentalities ("plan sponsors") in the establishment and maintenance of deferred compensation and qualified retirement plans for their public sector employees. Is the business investment-related? Yes. Position, title, or relationship with the other business: Retirement Plans Specialist. Start date of your relationship: 8/4/2025. Approximate number of hours/month you devote to the other business: 160 (~8hr/day). Number of hours you devote to the other business during securities trading hours (9:30 am-4:00 pm EST): 8.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-11-17
• S63 Uniform Securities Agent State Law Examination
  2016-09-12

Other Names

• Reginald K Johnson
• Reggie Johnson
• Reginald K Johnson
• Reginald Kevin Johnson
• Reginald Kevin Johnson