Whitney E. Johnson
Professional summary
Whitney E Johnson, who also goes by Whitney Erin Johnson, Whitney J Valentine, Valentine, is a registered financial advisor currently at GREENWOOD WEALTH MANAGEMENT, LLC located in San Francisco, California and BASELINE INVESTMENTS, LLC located in San Francisco, California.
Whitney is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Whitney has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Whitney E Johnson's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 4, 2020 - Present
GREENWOOD WEALTH MANAGEMENT, LLC
Office #1: 580 California St. 12th Floor, San Francisco, CA 94104January 23, 2024 - Present
BASELINE INVESTMENTS, LLC
Office #1: 580 California Street 12th Floor, San Francisco, CA 94104August 1, 2019 - June 30, 2020
NPB FINANCIAL GROUP, LLC
September 6, 2018 - December 31, 2023
BASELINE INVESTMENTS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/4/2020)
Current Firm
BASELINE INVESTMENTS, LLC
CRD#: 296898 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 78 |
| AUM (Assets Under Management) | $ 9,000,000 |
Red Flags
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Company Information
BASELINE INVESTMENTS, LLC
CRD#: 296898San Francisco, CA 94104TRUST BUT VERIFY
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