Kelly Johnson, financial advisor Scottsdale AZ
96 score

Kelly Johnson

CRD Number: 5429456
Current Firm: Vanguard Advisers Inc.

Kelly Johnson (CRD# 5429456) is an Investment Advisor Representative working at Vanguard Advisers Inc. in Scottsdale, AZ and has over 9 years of experience in the finance industry. Kelly Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
The Vanguard Group, Inc. Scottsdale, AZ Oct 2007 - Current 9
Broderick Group Bellevue, WA Apr 2007 - Jul 2007 < 1
Equity Office Properties Seattle, WA Nov 2006 - Apr 2007 < 1
Limited Brands Bellevue, WA Oct 2006 - Jan 2007 < 1
Unemployed Kirkland, WA Sep 2006 - Oct 2006 < 1
Carpetsplus Color Tile Woodstock, GA Aug 2005 - Sep 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2007
Contact Info for Kelly O. Johnson
Phone Number: 610-669-1000
Firm Website: http://www.vanguard.com
Registered State(s):
  • AZ
  • TX
By the Numbers
  • Total Assets Under Management
    79,883
    MILLIONS
  • Total Number of Accounts
    546,930
    ACCOUNTS
  • Average Account Value
    $146,058
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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