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Steven Ross Johnson

Investment adviser representative at Cetera Investment Advisers LLC
19 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$256.8BFirm 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

19 years in the industry.

  1. Cetera Investment Advisers LLCAug 2021 to now
  2. Cetera Financial Specialists LLCAug 2021 to now
  3. Johnson Financial, LLC dba for InvestmentsJan 2007 to now
  4. Avantax Investment Services, Inc.Feb 2007 to Aug 2021

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2003
  • Series 65 · Uniform Investment Adviser Law2007

State registrations

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

Cetera Investment Advisers LLC

$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
4622036
Firm CRD
105644
Advisor's SEC record (opens in a new tab)
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