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Amy L. White

JOURNEY WEALTH MANAGEMENT
Cleveland, OH 44122
Some features on this profile are disabled
CRD#: 4454406
AW

Professional summary

Amy Lynne White, who also goes by Amy Lynne Cooke, Amy Lynne Whirrett, is a registered financial advisor currently at JOURNEY WEALTH MANAGEMENT located in Cleveland, Ohio.

Amy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Amy has worked at 8 firms and has passed the Series 66, SIE, Series 7, Series 9 and Series 10 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Amy Lynne Cooke | Amy Lynne Whirrett

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.
(1) Notary Public, State of Ohio; not investment-related; 2221 State Route 46 N, Jefferson, OH, 44047; notary service; notary; no relationship with Signal Tree Financial Partners, LLC; start date: 1/1/2000; 1 hour per month; notarize documents, uncompensated.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amy Lynne White'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®
None

Experience

Current

March 17, 2022 - Present

JOURNEY WEALTH MANAGEMENT

Office #1: 22901 Millcreek Blvd. Suite 225, Cleveland, OH 44122
RIA
CRD#: 298904
Cleveland, OH
Past

January 3, 2022 - March 9, 2022

SIGNAL TREE FINANCIAL PARTNERS LLC

RIA
CRD#: 311871
COPLEY, OH
Past

January 28, 2015 - December 18, 2015

SEQUOIA FINANCIAL GROUP, L.L.C.

RIA
CRD#: 117756
AKRON, OH
Past

January 26, 2015 - February 18, 2021

VALMARK SECURITIES, INC.

BD
CRD#: 31243
AKRON, OH
Past

November 9, 2007 - January 6, 2015

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
AKRON, OH
Past

November 8, 2007 - January 6, 2015

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
AKRON, OH
Past

April 30, 2007 - October 19, 2007

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
BEACHWOOD, OH
Past

April 27, 2007 - October 19, 2007

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
BEACHWOOD, OH
Past

October 18, 2005 - April 20, 2007

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
CANFIELD, OH
Past

October 14, 2005 - April 20, 2007

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
CANFIELD, OH
Past

November 1, 2004 - October 28, 2005

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
CANFIELD, OH
Past

October 29, 2004 - October 28, 2005

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

May 31, 2004 - September 29, 2004

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, 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".
JW
JOURNEY WEALTH MANAGEMENT
FSM WEALTH | JOURNEY WEALTH MANAGEMENT | JOURNEY WEALTH | JOURNEY | FSM WEALTH ADVISORS, LLC

CRD#: 298904 / SEC#: 801-114180

RIA
Registered Investment Advisory firm - (10/24/2018 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
Ohio
(3/17/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/8/2004
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/28/2004
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 9
Date: 8/7/2004
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 10
Date: 7/24/2004
General Securities Sales Supervisor - General Module Examination

Current Firm

JW
JOURNEY WEALTH MANAGEMENT
FSM WEALTH | JOURNEY WEALTH MANAGEMENT | JOURNEY WEALTH | JOURNEY | FSM WEALTH ADVISORS, LLC

CRD#: 298904 / SEC#: 801-114180

RIA
Registered Investment Advisory firm - (10/24/2018 Approved)
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Contact information

Main Address
22901 Millcreek Blvd. Suite 225, Cleveland, OH 44122
Mailing Address
Phone number
(216) 468-1333
Established
Firm type
Fiscal year end
# of Employees
27

SEC notice filing (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2025 03 FSM JOURNEY ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts545
AUM (Assets Under Management)$ 940,749,181

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/18/2025
Cover Page
Report
10/03/2024
Cover Page
Report
09/21/2023
Cover Page
Report
10/24/2022
Cover Page
Report

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.

Company Information

JOURNEY WEALTH MANAGEMENT

CRD#: 298904Cleveland, OH 44122

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