Stephen Wayne Johnson

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Draper, UT

Other Businesses

(1)Name of Business: Johnson Investment Advisory Services, LC Address: 13907 S Minuteman Drive, Suite 200, Draper, UT, 84020, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 11/19/2007 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: LC account for my bank (2)Name of Business: Rose Park Elementary Address: 13907 S Minuteman Dr Ste 200, Draper, UT, 84020-9870, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Other Investment Related: No Start Date: 11/17/2022 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 11-20 Description of duties: Collecting money for a Christmas charity project for Rose Park Elementary, SLC, Utah. Will be providing gift cards for underprivileged families.

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-05-04
• S63 Uniform Securities Agent State Law Examination
  1981-06-24