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Jerry Devon Johnson

Investment Adviser Representative at Sequent Planning, LLC

Brandon, FLCRD #1123678Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
43 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jerry Devon Johnson is an investment adviser representative with Sequent Planning, LLC in Brandon, FL, where they have been registered since 2024. They have worked in the securities industry since 1983 and have been registered with 3 firms, including Osaic Wealth, Inc. and Calton & Associates, Inc. They have passed 4 industry qualification exams, including the Series 63 (state securities agent), Series 6 (investment company and variable products), and Series 22 (direct participation programs). They are registered to provide investment advice in Florida.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 4/19/1983
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 22
Direct Participation Programs Representative Examination
Passed 6/22/1988
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 4/18/1983

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Sequent Planning, LLCCurrent
8/7/2024 – Brandon, FL
Osaic Wealth, Inc.
10/21/2021 – 7/22/2024Brandon, FL
Calton & Associates, Inc.
8/21/2019 – 10/21/2021Brandon, FL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. NEXT Financial
    Jul 2013 – Aug 2019Houston, TX
  2. Calton & Associates, Inc
    Aug 2019 – Oct 2021Tampa, FL
  3. Osaic
    Oct 2021 – Jul 2024Jersey City, NJ
  4. Johnson Brothers & Kurios, Inc.
    Sep 1995 – no end date reportedBrandon, FL
  5. Sequent Planning, LLC
    Jul 2024 – no end date reportedBrandon, FL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Sequent Planning, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other AdvisersPeriodicals and NewslettersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net Worth

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
95
Offices listed on AdvisorFinder:
24
Main office:
Omaha, NE
SEC file number:
801-113971

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 14, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jerry Devon Johnson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Jerry Devon Johnson (Sequent Planning) - Fees & Credentials