Kelly Curran Johnson

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 05/2022 → 04/2026
  Merrill Lynch
  Atlanta, GA
• 09/2019 → 05/2022
  Etherio
  Atlanta, GA
• 09/2013 → 03/2019
  Children's Healthcare Of Atlanta Foundation
  Atlanta, GA
• 04/2019 → 08/2019
  Career Transition Period
  Atlanta, GA
• 10/2022 → 04/2026
  Bank Of America N.A.
  Atlanta, GA
• 04/2026 → Present
  Raymond James & Associates, Inc.
  Atlanta, GA

Previous Registrations

• 2023-02-03 → 2026-04-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Atlanta, GA

Other Businesses

Wise Generosity/Age of Generosity LLC Non-Investment related Donor engagement platform in support of optimal giving in philanthropy Start Date: 4/16/2026 Volunteer regarding communications, networking, & support 10 hours a month/No Comp

Exams

• S66 Uniform Combined State Law Examination
  2023-01-28

Other Names

• Kelly Regina Curran
• Kelly Curran Johnson