BJ
BJ

Brian Ray Johnson

24 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
174 advisors
Number of Clients
8,671 clients
Average Client Portfolio
$234K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:None
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Location

9729 Cogdill Rd., Ste. 104, Knoxville, TN, 37932

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Brian is a partner in Jordec USA LLP, selling property and casualty insurance, and a solicitor for Creative One, selling life insurance and annuities. He also owns Johnson Financial Services Inc, an S corporation for tax purposes that owns Jordec LLP; each activity takes a few hours per week.

Employment History
Current Registrations
Silver Oak Securities, INC.
August 2023 - Present · 2 yrs 6 mos
Previous Registrations
Silver Oak Securities, IncorporatedBroker
August 2023 - February 2024 · 6 mos
Bfc Planning, INC.
January 2014 - August 2023 · 9 yrs 7 mos
Securities Management & Research, INC.Broker
June 2001 - August 2023 · 22 yrs 2 mos
State Registrations2 states
COTX
Advisor
Exams
No exam information available for this advisor.
Brian Ray Johnson - Financial Advisor | TrueAdvisor