Robert William Johnson

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 02/2009 → 06/2017
  Cadaret, Grant & Co., Inc.
  Monroe Township, NJ
• 02/2009 → Present
  New Centruy Investor Services
  Monroe Township, NJ
• 06/2017 → Present
  Kestra Investment Services, Llc
  Cranbury, NJ
• 06/2017 → Present
  Kestra Advisory Services, Llc
  Cranbury, NJ

Previous Registrations

• 2017-06-30 → 2022-06-17
  Kestra Advisory Services, Llc
  Cranbury, NJ
  Austin, TX
• 2009-02-11 → 2017-06-28
  Cadaret, Grant & Co., Inc.
  Cranbury, NJ
  Wilmington, DE
• 2003-01-02 → 2009-02-11
  Ameriprise Financial Services, Llc
  Hamilton, NJ
  Freehold, NJ
  Hamilton, NJ
  Hamilton, NJ

Other Businesses

Business Name: New Century Investor Services Investment Related: Yes Address: 1249 South River Road Ste. 107 Cranbury NJ 08512 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Senior Financial Consultant Start Date: 2/1/2009 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Financial Services Business Name: Kestra Advisory Services LLC Investment Related: Yes Address: 5707 Southwest Parkway Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Senior Financial Consultant Start Date: 7/1/2017 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Financial Services Business Name: MIDATLANTIC RETIREMENT PLANNING SPECIALISTS Investment Related: Yes Address: 228 PHILADELPHIA PIKE WILMINGTON DE 19809 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: NONE Start Date: 1/1/2017 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: NONE Business Name: NEW CENTURY TAX AND ACCOUNTING LLC POSITION: Member NATURE: Tax/Accounting/CPA INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 12/12/2019 ADDRESS: 1249 SOUTH RIVER ROAD SUITE 201, CRANBURY NJ 08512 DESCRIPTION: Income tax preparation for individuals and small businesses.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-12-20
• S63 Uniform Securities Agent State Law Examination
  1999-02-12