Perry James Johnson
Investment adviser representative at Sovran Advisors, LLC
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.9BFirm 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
Experience
14 years in the industry.
- Cetera Wealth Services, LLCFeb 2025 to now
- Sovran Advisors, LLCDec 2024 to now
- The Financial CollectiveNov 2024 to now
- LPL Financial LLCNov 2017 to Feb 2025
- Trilogy Capital, Inc.Feb 2016 to Feb 2025
- Trilogy Financial ServicesMar 2012 to Feb 2025
- National Planning CorporationMar 2012 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Sovran Advisors, LLC
$1.9BAssets managed
4,018Clients
70Advisers
2 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
- 2514257
- Firm CRD
- 329415