VJ
Vanessa L. Johnson
FORTIS GROUP ADVISORS LLC
Westwood, NJ 07675
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CRD#: 6287587
VJ
Professional summary
Vanessa Lynn Johnson, who also goes by Vanessa Lynn Rampino, is a registered financial advisor currently at FORTIS GROUP ADVISORS LLC located in Westwood, New Jersey and LPL FINANCIAL LLC located in Westwood, New Jersey.
Vanessa is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Vanessa has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Vanessa Lynn Rampino
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. 4/12/2018 - Fortis Group Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - 120 Hours Per Month - I provide investment advisory services through Fortis Group Advisors, an independent investment advisor firm. I started this business activity in 2/2018. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
2. 5/8/2018 - Rampino Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 08/31/2017 - 15 Hours Per Month/10 Hours During Securities Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Vanessa Lynn Johnson's 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®
NoneExperience
Current
February 21, 2018 - Present
FORTIS GROUP ADVISORS LLC
Office #1: 345 Kinderkamack Road, Suite B, Westwood, NJ 07675RIA
CRD#: 290427
Westwood, NJ
Current
February 14, 2018 - Present
LPL FINANCIAL LLC
Office #1: 345 Kinderkamack Rd Ste B, Westwood, NJ 07675RIA
BD
CRD#: 6413
Westwood, NJ
Past
August 30, 2018 - February 28, 2019
LPL FINANCIAL LLC
RIA
CRD#: 6413
MIDDLE VILLAGE, NY
Past
February 14, 2018 - July 17, 2018
LPL FINANCIAL LLC
RIA
CRD#: 6413
MIDDLE VILLAGE, NY
Past
August 21, 2017 - February 14, 2018
INVEST FINANCIAL CORPORATION
RIA
CRD#: 12984
MASPETH, NY
Past
June 23, 2017 - February 14, 2018
INVEST FINANCIAL CORPORATION
BD
CRD#: 12984
MASPETH, 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".
FG
FORTIS GROUP ADVISORS LLC
BLAKE HAHN FINANCIAL GROUP | VISION WEALTH ADVISORY | THE PRIVATE CLIENT ADVISORY GROUP | SOUTHERN OAKS FINANCIAL | SILVER BAY FINANCIAL LLC | RAMPINO WEALTH MANAGEMENT | MGK WEALTH MANAGEMENT LLC | KALINA FINANCIAL SERVICES | INVEST FOR A LIFETIME, LLC | FORTIS WEALTH GROUP, LLC | FORTIS GROUP LLC | FORTIS GROUP ADVISORS LLC | EDWARD A. NAPHOR WEALTH SERVICES, LLC | DYNAMIC WEALTH CONSULTING, LLC | DENALI WEALTH MANAGEMENT | CORNERSTONE ASSET MANAGEMENT | CHRISTOPHER EDWARDS FINANCIAL ASSOCIATES, LLP
CRD#: 290427 / SEC#: 801-112236
RIA
Registered Investment Advisory firm - (1/2/2018 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Connecticut(2/14/2018)
RR
Delaware(9/30/2020)
RR
Florida(9/23/2020)
IAR
New Jersey(2/21/2018)
RR
New Jersey(9/23/2020)
RR
New York(2/14/2018)
RR
Pennsylvania(2/14/2018)
RR
Virginia(8/5/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
FG
FORTIS GROUP ADVISORS LLC
BLAKE HAHN FINANCIAL GROUP | VISION WEALTH ADVISORY | THE PRIVATE CLIENT ADVISORY GROUP | SOUTHERN OAKS FINANCIAL | SILVER BAY FINANCIAL LLC | RAMPINO WEALTH MANAGEMENT | MGK WEALTH MANAGEMENT LLC | KALINA FINANCIAL SERVICES | INVEST FOR A LIFETIME, LLC | FORTIS WEALTH GROUP, LLC | FORTIS GROUP LLC | FORTIS GROUP ADVISORS LLC | EDWARD A. NAPHOR WEALTH SERVICES, LLC | DYNAMIC WEALTH CONSULTING, LLC | DENALI WEALTH MANAGEMENT | CORNERSTONE ASSET MANAGEMENT | CHRISTOPHER EDWARDS FINANCIAL ASSOCIATES, LLP
CRD#: 290427 / SEC#: 801-112236
RIA
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Contact information
Main Address
345 Kinderkamack Road, Suite B, Westwood, NJ 07675
Mailing Address
Phone number
(201) 383-0630
Established
Firm type
Fiscal year end
# of Employees
39
SEC notice filing (31 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,733 |
| AUM (Assets Under Management) | $ 799,559,515 |
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.
