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Jerry J

CFP®, Series 63

Brandon, FL

Sequent Planning, Llc

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.

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