Elwis Johnson, financial advisor Austin TX

Elwis Johnson

CRD Number: 6356996
Current Firm: Kestra Advisory Services, LLC

Elwis Johnson (CRD# 6356996) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 9 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Kestra Investment Services, LLC Lakewood, WA Mar 2023 - Current 1
Kestra Advisory Services, LLC Lakewood, WA Mar 2023 - Current 1
Edward Jones St Louis, MO Jul 2017 - Mar 2023 5
The Way Consulting Gig Harbor, WA Feb 2016 - Mar 2023 7
Various Insurance Carriers For W & R Insurance Agencies Tacoma, WA Apr 2017 - Jul 2017 < 1
Waddell & Reed Tacoma, WA Sep 2016 - Jul 2017 < 1
Waddell & Reed Inc. Tacoma, WA Sep 2016 - Jul 2017 < 1
Opus Bank Gig Harbor, WA May 2015 - Jan 2016 < 1
Unionbanc Investment Services Gig Harbor, WA Jun 2014 - May 2015 < 1
Union Bank Gig Harbor, WA Feb 2014 - May 2015 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2017
S63 Uniform Securities State Law Examination Aug 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Elwis Johnson
Phone Number: 8445537872
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    41,795
    MILLIONS
  • Total Number of Accounts
    140,407
    ACCOUNTS
  • Average Account Value
    $297,671
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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