Carson Johnson has been Partner of Peterson Wealth Advisors since January 2026, is a control person of the firm and directly owns between 5% and 10% of it. Carson Johnson holds a Bachelor of Science in Personal Financial Planning from Utah Valley University and a Masters in Personal Financial Planning from the College of Financial Planning.
Peterson Wealth Advisors, LLC is an Orem, UT firm with $830M under management, 667 clients and 13 advisers in one office, as of its September 2026 filing.
Carson Johnson is Partner & Senior Advisor of Peterson Wealth Advisors. Before joining the firm he spent nearly 10 years working with individuals and families on their financial futures, including several years at Fidelity Investments. He specializes in retirement planning.
Carson Johnson’s longest registration is the current one, 6 years at Peterson Wealth Advisors since 2020. Before joining Peterson Wealth Advisors in 2020, Carson Johnson was registered through First Financial Advisors and Fidelity Personal and Workplace Advisors.
- – present · 6 yearsOrem, UT · Adviser representative · Firm CRD 146349
- First Financial Advisors– · under a yearOrem, UT · Adviser representative · Firm CRD 118184
- Fidelity Personal and Workplace Advisors– · under a yearAmerican Fork, UT · Adviser representative · Firm CRD 288590
Investment adviser representative registrations
Carson Johnson is registered as an investment adviser representative in Utah, since June 2020.
- UtahSince 30 June 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 29 November 2018 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 23 July 2016 |
| Series 7 | General Securities Representative Examination | 17 July 2016 |
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Carson Dale Johnson
- CRD
- 6665459
- Firm
- Peterson Wealth Advisors · CRD 146349
- Role
- Partner
- Office
- 360 WEST 920 NORTH, Orem, UT 84057
- Registration
- Investment adviser registration
- In the industry since
- August 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- petersonwealth.com
Where does Carson Johnson work?
Carson Johnson has been Partner of Peterson Wealth Advisors, LLC since January 2026, and is a control person of the firm.
Is Carson Johnson a financial advisor?
Yes. Carson Johnson has a current investment-adviser registration in Utah, through Peterson Wealth Advisors since June 2020.
How many years of experience does Carson Johnson have?
Carson Johnson has 10 years in the financial industry, since August 2016, across 3 adviser firms.
What exams has Carson Johnson passed?
Carson Johnson has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in July 2016. FINRA credited Carson Johnson with the SIE, which began in October 2018.
Where did Carson Johnson work before Peterson Wealth Advisors?
Before Peterson Wealth Advisors, Carson Johnson was registered through First Financial Advisors, November 2019 to June 2020; Fidelity Personal and Workplace Advisors, December 2018 to October 2019.
Where is Carson Johnson based?
Carson Johnson’s registered office is in Orem, UT.
Is Carson Johnson registered with FINRA?
No. Carson Johnson has no current broker registration.
How can I verify Carson Johnson’s record?
Search CRD 6665459 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Carson Johnson’s full registration record.
