Shelley Johnson has been an investment adviser representative at Financial Gravity Family Office Services since September 2021, and is not listed among the firm’s executive officers or direct owners.
Financial Gravity Family Office Services, LLC is a Lakeway, TX firm with $590M under management, 1,724 clients and 16 advisers across 3 offices, as of its January 2026 filing.
Shelley Johnson’s longest registration is the current one, 5 years at Financial Gravity Family Office Services since 2021. Before joining Financial Gravity Family Office Services in 2021, Shelley Johnson was registered through Prudential Financial Planning Services.
- – present · 5 yearsCarmel, IN · Adviser representative · Firm CRD 316024
- Prudential Financial Planning Services– · under a yearIndianapolis, IN · Adviser representative · Firm CRD 5685
Investment adviser representative registrations
Shelley Johnson is registered as an investment adviser representative in 2 states. Each was approved in September 2021.
- IndianaSince 17 September 2021
- TexasSince 17 September 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 August 2021 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 2 November 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 November 1999 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Shelley Renae Johnson
- CRD
- 1439957
- Firm
- Financial Gravity Family Office Services · CRD 316024
- Office
- 11350 N Meridian St #120, Carmel, IN 46032
- Registration
- Investment adviser registration
- In the industry since
- January 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Shelley Johnson work?
Shelley Johnson is an investment adviser representative registered through Financial Gravity Family Office Services, LLC since September 2021, and is not listed among the firm’s executive officers or direct owners.
Is Shelley Johnson a financial advisor?
Yes. Shelley Johnson has a current investment-adviser registration in Indiana and Texas, through Financial Gravity Family Office Services since September 2021.
How many years of experience does Shelley Johnson have?
Shelley Johnson has 5 years in the financial industry, since January 2021, across 2 adviser firms.
What exams has Shelley Johnson passed?
Shelley Johnson has passed 3 licensing exams: the Series 63, Series 6 and Series 65. The earliest, the Series 63, was passed in November 1999.
Where did Shelley Johnson work before Financial Gravity Family Office Services?
Before Financial Gravity Family Office Services, Shelley Johnson was registered through Prudential Financial Planning Services, March 2002 to October 2002.
Where is Shelley Johnson based?
Shelley Johnson’s registered office is in Carmel, IN.
Is Shelley Johnson registered with FINRA?
No. Shelley Johnson has no current broker registration.
How can I verify Shelley Johnson’s record?
Search CRD 1439957 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Shelley Johnson’s full registration record.