Jerry Devon Johnson

Current Employers

Employment History

• 07/2013 → 08/2019
  Next Financial
  Houston, TX
• 08/2019 → 10/2021
  Calton & Associates, Inc
  Tampa, FL
• 10/2021 → 07/2024
  Osaic
  Jersey City, NJ
• 09/1995 → Present
  Johnson Brothers & Kurios, Inc.
  Brandon, FL
• 07/2024 → Present
  Sequent Planning, Llc
  Brandon, FL

Previous Registrations

• 2021-10-21 → 2024-07-22
  Osaic Wealth, Inc.
  Brandon, FL
  Brandon, FL
  Eatontown, NJ
• 2019-08-21 → 2021-10-21
  Calton & Associates, Inc.
  Tampa, FL
  Brandon, FL

Other Businesses

No. 1) Name of Business: Senior Market Sales. Non-Investment related. Address: 8420 W Dodge Rd., Omaha, FL 68114. Nature of Business: Annuity sales expected to be primarily through Annexus related carriers and some MYGA annuities expected to be higher rated A range and above, never below B+ and that is not likely. Position/Title/Relationship: Agent. Start Date: Summer/Fall of 2019. Hours per month: 10. Hours per month during Securities trading hours: 2. Duties/Responsibilities: Sales. No. 2) Name of Business: MedEd. Non-Investment related. Address: 717 Redondo Dr., Brandon, FL 33511. Nature of Business: DBA for Medicare, Supps, MADP, PDP. Position/Title/Relationship: Master General Agent. Start Date: 01/01/2019. Hours per month: 10. Hours per month during Securities trading hours: 0. Duties/Responsibilities: I sell Medicare plans via phone and seminars. No. 3) MEDED SENIOR SOLUTIONS/SMS POSITION: Agent NATURE: Insurance agent INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/01/2019 ADDRESS: 717 Redondo Dr, Brandon FL 33511, United States DESCRIPTION: Help clients enroll in Medicare plans No. 4) JOHNSON BROTHERS & KURIOS, INC. POSITION: Pres/owner NATURE: It is a Sub-S corp.. It is how I handle my taxes.My contracts are in my personal name, I am paid in my personal name and I simply deposit the checks in the corp. acct, pay bills from there and file both a corp. and personal return at the end of each year.The CPA and EA show personal1099s to reflect source of funds and corp. deposits etc. They have done so for decades.Clients have little to no interaction or knowledge of the S Corp. It is not client promoted as a brand. It is simply how we (my CPA and I) process revenue and expenses. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 10/01/1995 ADDRESS: 717 Redondo Dr, Brandon FL 33511, United States DESCRIPTION: There are no separate duties. I work as a Rep and CFP and I sign over/deposit checks from that work in the Johnson Brothers & Kurios Inc account.There is no brother active in the corp. Only me. That had been a plan, didn't work that way but corp. was already filed.

Exams

• S63 Uniform Securities Agent State Law Examination
  1983-04-19

Designations

Other Names

• J Johnson