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Jerry Devon Johnson

Advisor at Sequent Planning, Llc — Brandon, FL

Updated today

Credentials

CFP®, Series 63

Experience

43 years

Location

Brandon, FL

Sequent Planning, Llc logo

Sequent Planning, Llc

Multi-team

Total advisors

98

Across 72 offices

Clients per advisor

61 Typical

Avg AUM per client

$98,000 Very Low

HNW client ratio

1% Very Low

About

Jerry Johnson is a CFP® professional with 43 years of industry experience, currently serving as an advisor at Sequent Planning, LLC. His prior work includes positions at Osaic, Calton & Associates, and Next Financial, as well as operating Johnson Brothers & Kurios, Inc., a personal S corporation established to manage his advisory business. In addition to financial advising, he is involved in Medicare plan sales through his roles with MedEd and Senior Market Sales. Sequent Planning, LLC, doing business as Futurity First Wealth Management, is an SEC-registered investment adviser with a multi-team structure that serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, comprehensive financial planning, and retirement-plan services, employing a structured risk framework and diversified investment strategies implemented by a network of approximately 97 independent advisers.

Client services

Based on Sequent Planning, Llc

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Sequent Planning, Llc

Retirement income strategy Roth conversion strategy Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies

Occupation focus

Based on Sequent Planning, Llc

Founder/Business Owner Executive

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Fee options

Fixed

Fixed financial planning fees, minimum $500 (limited) to $1,000 (comprehensive), maximum $5,000

Percentage

$0+: up to 1.75% annually (negotiable, varies by IAR and client) $0 - $5,000,000: up to 0.75% annually (Non-Fiduciary Retirement Plan Services) $5,000,001 - $10,000,000: Tier 1 + 0.50% on Tier 2 balance (Non-Fiduciary Retirement Plan Services) $10,000,000++: Customized pricing (Non-Fiduciary Retirement Plan Services) $0 - $5,000,000: up to 1.00% annually (Fiduciary Retirement Plan Services) $5,000,001 - $10,000,000: Tier 1 + 0.75% on Tier 2 balance (Fiduciary Retirement Plan Services) $10,000,000++: Customized pricing (Fiduciary Retirement Plan Services)

Commissions

Commissions earned by IARs acting as insurance agents on insurance products sold, separate from advisory fees

Project-based

Hourly fee capped at $500 per hour, negotiable per IAR

Other

Fee-only: Financial planning - hourly fees up to $500/hour; fixed fees from $500 to $5,000 depending on scope

Location

See office

Brandon, FL

Brandon FL

Advisors at this office

1

Most active in

Florida

Work history

43 years of industry experience

Sequent Planning, LLC

2024 - Present • 2 years

Brandon, FL

Osaic

2021 - 2024 • 3 years

Jersey City, NJ

Calton & Associates, Inc

2019 - 2021 • 2 years

Tampa, FL

Next Financial

2013 - 2019 • 6 years

Houston, TX

Johnson Brothers & Kurios, Inc.

1995 - Present • 31 years

Brandon, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Austin H

CFP®, Series 66, CIMA®

Tampa, FL

Hunt Wealth

Austin Hunt is a CFP® professional who has been working in financial services since 2018. He is the sole advisor at Hunt Wealth, which he founded in 2025, following prior roles at Raymond James and Steward Partners. Hunt also serves as an account executive for Holistiplan, a tax planning software company. Hunt Wealth provides investment management and financial planning services to individuals and high-net-worth clients. The firm employs a combination of passive and active strategies based on Modern Portfolio Theory and offers discretionary and non-discretionary portfolio management, with a focus on asset allocation and manager selection through a model marketplace and outside managers.

Retirement income strategy Cash flow / budgeting Roth conversion strategy General tax planning Tax-loss harvesting Sales Professional Technology Professional Retired Consultant HENRY (High Earners, Not Rich Yet) Gen Y/Millennials (Born 1980-1995) Gen X (Born 1965-1980)
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Jeffrey S

CFP®, Series 63, Series 66

Tampa, FL

Farther

Jeffrey Schlotterbeck Jr. is a CFP® professional with 22 years of industry experience, currently serving at Farther since 2026. His prior experience includes roles at Water Street Wealth Management, LLC and TD Ameritrade, Inc. He is also involved as a manager in Beck Investments LLC, a small private rental business in Tampa, FL. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform supplemented by in-person meetings. The firm applies Modern Portfolio Theory using proprietary and customized portfolios with algorithmic rebalancing, employing a range of investment vehicles and AI tools to support advisor judgment.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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Luke M

Series 66

Tampa, FL

Valic Financial Advisors

Luke Mcananey is a financial advisor at Valic Financial Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at Cary Street Partners LLC, Raymond James & Associates, and Bardmoor Golf Club. Outside of his advisory role, he serves as a JV lacrosse coach at Northside Christian School and is appointed as an agent to sell non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models with options for tax and ESG overlays.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Dwight E

Series 63, Series 65

Tampa, FL

Raymond James & Associates

Dwight Edwards is a financial advisor with Raymond James & Associates in Wesley Chapel, FL, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with Raymond James & Associates, INC since 2016 and also worked at Raymond James & Associates from 2017 to 2018. Outside of his advisory role, he is involved in rental property ownership. Raymond James & Associates offers financial planning and investment consulting services to a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports institutional consulting via its Institutional Fiduciary Solutions division.

General retirement planning Wealth management Founder/Business Owner Retired Executive

Chris S

CFP®

Tampa, FL

Southshore Financial Planning

Hi, I'm Chris - Founder and Financial Planner at Southshore Financial Planning. I enjoy partnering with individuals and families to guide them to and through retirement so they can live life to the fullest. This is accomplished by first taking a deep dive into where clients are now financially and where they want to be. Then ideas are weaved together in the areas of cash flow, investments, taxes, insurance, debt and estate planning into one financial roadmap. Professionally, I am a CFP® Practitioner and have two finance-related degrees from the University of North Florida. My entire 19 year career has been dedicated to serving individuals and families in the financial services industry. Before founding Southshore Financial Planning, I spent 11 years at one of the largest financial institutions in the country where I was directly responsible for a $700 million client practice. On a personal note, my wife Heather and I are parents to three wonderful boys. In our free time we enjoy spending time with family, traveling, fishing, and watching the Tampa Bay Lightning.

General retirement planning Retirement income strategy Wealth management Baby Boomers (Born 1946-1964)
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Sterling J

Series 66

Valrico, FL

Sterling Advisory Services, LLC

Sterling Jasper Jr. is the sole advisor at Sterling Advisory Services, LLC, holding a Series 66 credential with 17 years at the firm and a total of 7 years in the industry. He also operates All Occasions Concierge and is involved in the management of Jersey Mikes sub shops. Sterling Advisory Services, LLC provides portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses, using a combination of charting, fundamental, technical, and cyclical analysis to develop personalized Investment Policy Statements. The firm primarily manages assets on a non-discretionary basis across a wide range of investment types.

Active portfolio management Real estate investing
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