Christopher L. Johnson

JOHNSON & WHITE WEALTH MANAGEMENT LLC

York, PA 17402

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CRD#: 3062959

Professional summary

Christopher Lynn Johnson, CFP®, who also goes by Christopher L Johnson, is a registered financial advisor currently at JOHNSON & WHITE WEALTH MANAGEMENT LLC located in York, Pennsylvania.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Christopher has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Christopher L Johnson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

JOHNSON AND WHITE WEALTH MANGAGEMENT, LLC;IAR; 224 St. Charles Way, Suite 200, YORK, PA 17402; MANAGING DIRECTOR AND CO-OWNER; 05/23/2014; 40 HRS PER WEEK DURING TRADING HOURS; BUSINESS MANAGEMENT AND ADVISING CLIENTS ON ISSUES OF MONEY MANAGEMENT AND FINANCIAL PLANNING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Lynn Johnson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2007

Experience

Current

June 6, 2014 - Present

JOHNSON & WHITE WEALTH MANAGEMENT LLC

Office #1: 224 St. Charles Way Suite 200, York, PA 17402

RIA

CRD#: 169795

York, PA

Past

May 23, 2014 - August 8, 2025

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

York, PA

Past

June 3, 2003 - May 28, 2014

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

YORK, PA

Past

October 1, 2000 - May 28, 2014

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

YORK, PA

Past

August 18, 2000 - October 1, 2000

FIRST UNION BROKERAGE SERVICES, INC.

CRD#: 8112

CHARLOTTE, NC

Past

June 5, 1998 - July 27, 1999

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

JOHNSON & WHITE WEALTH MANAGEMENT LLC

JOHNSON & WHITE WEALTH MANAGEMENT LLC | MORAY WEALTH MANAGEMENT, LLC

CRD#: 169795 / SEC#: 801-79746

RIA

Registered Investment Advisory firm - (5/23/2014 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(6/6/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/19/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/8/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 1/7/2004

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 6/2/1998

General Securities Representative Examination

Current Firm

JOHNSON & WHITE WEALTH MANAGEMENT LLC

JOHNSON & WHITE WEALTH MANAGEMENT LLC | MORAY WEALTH MANAGEMENT, LLC

CRD#: 169795 / SEC#: 801-79746

RIA

Registered Investment Advisory firm - (5/23/2014 Approved)

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Contact information

Main Address

224 St. Charles Way Suite 200, York, PA 17402

Mailing Address

Phone number

(717) 430-0001

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/18/2025)

Regulatory assets under management

Total Number of Accounts	1,362
AUM (Assets Under Management)	$ 411,928,943

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Christopher L. Johnson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Lynn Johnson's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

FIRST UNION BROKERAGE SERVICES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

JOHNSON & WHITE WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/19/1998

Series 63

Date: 6/8/1998

SIE

Date: 10/1/2018

Series 31

Date: 1/7/2004

Series 7

Date: 6/2/1998

Current Firm

JOHNSON & WHITE WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

JOHNSON & WHITE WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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