Kerry Ray Johnson

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 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

• 04/2007 → 01/2024
  Woodbury Financial Services, Inc.
  Raleigh, NC
• 01/2024 → Present
  Osaic Wealth, Inc.
  Raleigh, NC

Previous Registrations

• 2007-08-07 → 2024-01-19
  Woodbury Financial Services, Inc.
  Raleigh, NC
  Raleigh, NC
  Raleigh, NC
  Raleigh, NC
  Raleigh, NC
  Cary, NC

Other Businesses

1) KERRY JOHNSON FINANCIAL-FIXED INSURANCE POSITION: Insurance Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITY TRADING HOURS: 10 START DATE: 04/03/2007 ADDRESS: 6532 Brack Penny Road, Raleigh, NC 27603 DESCRIPTION: I offer fixed insurance products to my clients, including term life, disability, long term etc. 2) KERRY JOHNSON FINANCIAL POSITION: Investment Adviser Representative NATURE: My website for Woodbury Financial requires a DBA. The name of the website is Kerry Johnson Financial. It is the website for my securities and insurance business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/03/2007 ADDRESS: 6532 Brack Penny Rd, Raleigh NC 27603, United States DESCRIPTION: The website is basically advertising for my Woodbury business. Compliance requested that I list it as an OBA because it basically functions as a DBA.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-07-30
• S63 Uniform Securities Agent State Law Examination
  1984-02-20

Designations

• Chartered Financial Consultant