Jerry Devon Johnson
Advisor at Sequent Planning, Llc — Brandon, FL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63
Experience Industry experience
43 years
Location
Brandon, FL
Sequent Planning, Llc
Multi-team
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.
Based on Sequent Planning, Llc
Based on Sequent Planning, Llc
Fixed financial planning fees, minimum $500 (limited) to $1,000 (comprehensive), maximum $5,000
$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 earned by IARs acting as insurance agents on insurance products sold, separate from advisory fees
Hourly fee capped at $500 per hour, negotiable per IAR
Fee-only: Financial planning - hourly fees up to $500/hour; fixed fees from $500 to $5,000 depending on scope
Brandon, FL
Brandon FL
Advisors at this office
1
Florida
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
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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