Adam Lewis 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

• 12/2015 → 11/2016
  Qualstar Credit Union
  Redmond, WA
• 12/2016 → 03/2017
  Unemployed
  Seattle, WA
• 03/2017 → 09/2017
  Waddell & Reed, Inc.
  Seattle, WA
• 09/2017 → 10/2017
  Unemployed
  Seattle, WA
• 10/2017 → Present
  Raymond James Financial Services, Inc
  Sammamish, WA
• 10/2017 → Present
  First Tech Federal Credit Union
  Bellevue, WA
• 11/2017 → Present
  Raymond James Financial Services Advisors Inc.
  Sammamish, WA
• 10/2017 → Present
  Addison Avenue Investment Services
  Bellevue, WA

Previous Registrations

• 2017-08-15 → 2017-09-13
  Waddell & Reed
  Seattle, WA

Other Businesses

(1)Name of Business: Addison Avenue Investment Services Address: 2700 156th Ave NE Ste 100/225, Bellevue, WA, 98007, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/13/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Assistant/Associate Advisor- Provide operations and sales support to a Financial Advisor.

Exams

• S66 Uniform Combined State Law Examination
  2017-08-15