Dawson Troy-lee Johnson
Investment adviser representative at W&s Brokerage Services, Inc.
11 yearsExperience
1 stateRegistered in
$257.2MFirm assets
8 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- W&s Brokerage Services, Inc.Mar 2026 to now
- Western & Southern LifeMar 2026 to now
- Equitable Advisors, LLCAug 2025 to Dec 2025
- Homesteads EventsMar 2025 to Mar 2026
- New York Life InsuranceAug 2024 to Mar 2025
- UnemployedJan 2024 to Aug 2024
- Bear Lake ReserveJun 2021 to Dec 2023
- StudentJul 2019 to Jun 2021
- Axis SecurityJun 2018 to Jul 2019
- Classica Touch Auto WashDec 2016 to Jul 2019
- Alexander County Recreational DepartmentNov 2015 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NC).
W&s Brokerage Services, Inc.
$257.2MAssets managed
772Clients
91Advisers
8 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
- 7963858
- Firm CRD
- 8099