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Shelley Renae Johnson

Investment adviser representative at Financial Gravity Family Office Services, LLC
16 yearsExperience
2 statesRegistered in
$590.5MFirm assets
5 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourly

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

16 years in the industry.

  1. Financial Gravity Family Office Services, LLCSep 2021 to now
  2. Allman Johnson Company, LLC dba Jayd AdvisorsSep 2010 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1999
  • Series 65 · Uniform Investment Adviser Law2021

State registrations

Registered as an investment adviser representative in 2 states (IN, TX).

Financial Gravity Family Office Services, LLC

$590.5MAssets managed
1,724Clients
38Advisers
5 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
1439957
Firm CRD
316024
Advisor's SEC record (opens in a new tab)
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