Rodger Keith Johnson

Current Employers

Employment History

• 07/1981 → Present
  New York Life Insurance Co
  Tayler, TX
• 09/1982 → Present
  Nylife Securities Inc.
  Dallas, TX
• 10/2006 → Present
  Johnson Financial Group, Llc
  Tyler, TX
• 08/2008 → Present
  Eagle Strategies Llc
  Dallas, TX
• 12/2025 → Present
  Johnson Financial Group, Llc D/B/A Capital 5 Family Wealth
  Tyler, TX

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; DBA JOHNSON FINANCIAL GROUP, LLC} [RCJ MANAGEMENT CO; Dormant; GENERAL PARTNER; start date 6/2003; BULLARD TX 75757; GP FOR FAMILY LIMITED PARTNERSHIP LEGACY J IV; INVESTMENT RELATED] [LEGACY J IV, L.P; OWNER; FAMILY LIMITED PARTNERSHIP; TYLER TX 75703; START DATE 01/2003; NO TIME ON ACTIVITY; FAMILY ASSET PROTECTION- REAL ESTATE AND OIL-GAS LEASES; INVESTMENT RELATED] [BENT TREE RANCH LLC; FAMILY RANCH; NON-INVESTMENT RELATED BULLARD TX 75757; START DATE 01/2011; MEMBER MANAGER; 15 -20 HOURS OPER MONTH NONE DURING SEC HRS] [THE AMERICAN COLLEGE; EDUCATIONAL INSTITUTION; Educator/instructor; Chartered Advisor in Philanthropy; 8 hours per month] [American College Trustee; Bryn Mawr, PA 19010; Start Date 09/2020; Role/Title: Board Member; Investment Related; 3 hours per month; 3 hours per month during securities trading hours; Vice Chairman of the President's Round table-manage meetings] [Grace Baptist Church; Secretary; start date 01/1988; non-investment related; Tyler TX; 3 hours per month none during securities hours] [Johnson Financial Group; compensate AFA to manage outside interests-LLC's, family limited partnership, ranch, real estate and family businesses; Tyler Texas 75703; Start Date 07/1985; Role/Title: Owner; Non-Investment Related] [Legacy J IV Rentals LLC; buying and holding rental real estate; Tyler, Texas 75703; Start Date 07/2018; Role/Title: Member; Investment Related; 15 hours per month; 3 hours per month during securities trading hours] [East Texas Crisis Center; Education and Shelter for battered women.; Tyler, Texas 75701; Start Date 11/2018; Role/Title: Board Member; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Legacy J IV Travels LLC; owns an airplane; pay annual insurance; Tyler, Texas 75703; Start Date 10/2018; Role/Title: Owner; Not Investment Related; 8 hours per month; 8 hours per month during securities trading hours] [True Vine Brewing Company,LLC; Local Beer Brewery; Tyler, Texas 75701; Start Date 12/2018; Role/Title: Investor; Not Investment Related; no time on activity] [The Center at Grande, LLC; Rehab center; Tyler, Texas 75707; Start Date 10/2016; Role/Title: Investor; Not Investment Related; no time on activity] [The Centers of Central Texas Real Estate I, LLC; rehab medical facility; Austin, Texas 78731; Start Date 01/2018; Role/Title: Investor; Not Investment Related; no time on activity] [Velocis Industrial Fund LP; Industrial development private placement.; Dallas, Texas 75201; Start Date 03/2022; Role/Title: Investor; Investment Related; no time on activity] [Hall Wines of Napa LP, LLC; Winery passive investment; Hall Winery Helena Ca 94574; Start Date 03/2022; Role/Title: passive investor; Investment Related; no tie on activity] [Velocis Secondary Partners III; buy Real Estate investments; Dallas, Texas 75201; Start Date 03/2022; Role/Title: passive investor; Investment Related; 1 hours per month and during securities trading hours] [JC Real Estate LLC; Own and Lease commercial Building; Tyler, Texas 75703; Start Date 03/2022; Role/Title: Member; Not Investment Related; 0 hours per month; no time on activity] [The Glen Development Partners, LLC; Residential real estate rental; Flint, Tx 75762; Start Date 03/2024; Role/Title: Investor; Investment Related; 1 hours per month non sec hrs] [Legacy J Holdings LLC; holding co; Tyler, Texas 75703; Start Date 03/2024; member; inv related; 1 hr per month dur sec hrs] [RJMR Capital Holdings LLC; own a new airplane; 5041 Kinsey Dr. Tyler, Texas 75703; Start Date 11/2024; Role/Title: Member; Not Investment Related; 8 hours per month; 8 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF JOHNSON FINANCIAL GROUP, LLC D/B/A Capital 5 Family Wealth INVESTMENT RELATED; OWNER; TYLER TX; START DATE: 12/2025]

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-02-06
• S63 Uniform Securities Agent State Law Examination
  1985-10-09

Designations