Jeffrey Layne Johnson
Investment adviser representative at Kingswood Wealth Advisors, LLC
22 yearsExperience
5 statesRegistered in
$3.8BFirm assets
9 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 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
22 years in the industry.
- Kingswood Wealth Advisors, LLCMar 2025 to now
- Kingswood Capital PartnersMar 2025 to now
- Kingswood Wealth PartnersMar 2025 to now
- Wells Fargo Clearing Services, LLCDec 2022 to Mar 2025
- Raymond James Financial Services Advisors Inc.Dec 2017 to Dec 2022
- Raymond James Financial Services, Inc.Dec 2017 to Dec 2022
- Wilson Bank & Trust Investment ServicesDec 2017 to Dec 2022
- Wilson Bank and TrustDec 2017 to Dec 2022
- Suntrust InvestmentsApr 2004 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 5 states (GA, KY, NY, TN, TX).
Kingswood Wealth Advisors, LLC
$3.8BAssets managed
11,425Clients
122Advisers
9 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
- 2950119
- Firm CRD
- 288792