Ivory Jerome Johnson
Investment adviser representative at Consolidated Portfolio Review Corp
14 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$1.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Consolidated Portfolio Review Corp.Aug 2021 to now
- Vanderbilt Securities, LLCAug 2021 to now
- Ifp Securities, LLCMay 2019 to Aug 2021
- Independent Financial PartnersApr 2012 to Aug 2021
- LPL Financial LLCMar 2012 to May 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 3 states (DC, FL, TX).
Consolidated Portfolio Review Corp
$1.6BAssets managed
6,228Clients
57Advisers
34 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
- 2032636
- Firm CRD
- 112694