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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heidi? Claim Your ProfileHeidi Ann Johnson is an Investment Advisor Representative at Fort Point Capital Partners LLC. Heidi has been in the industry for over 25 years, holding licenses in several states. Heidi's primary role is in providing investment advice to individuals and pooled investment vehicles, primarily in California. Heidi holds several licenses and certifications, including Series 3, 6, 7, 8, 52, 53, 63, and 66. In addition to Fort Point Capital Partners LLC, Heidi also previously worked for Gordian Investments, LLC and Funding Circle Securities LLC. Heidi's expertise lies in portfolio management and financial planning, and she is committed to providing her clients with personalized, high-quality investment advice.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
03/06/2020 - Present
Fort Point Capital Partners LLC (SAN FRANCISCO CA)
CA
08/29/2018 - 10/07/2021
GORDIAN INVESTMENTS, LLC (LAFAYETTE CA)
CA
01/02/2018 - 02/21/2019
FUNDING CIRCLE SECURITIES LLC (San Francisco CA)
CA
09/15/2017 - 02/06/2018
PUBVEST SECURITIES, LLC (SAN FRANCISCO CA)
CA
01/06/2015 - 08/25/2016
PROTECTED INVESTORS OF AMERICA (SAN FRANCISCO CA)
CA
12/05/2014 - 01/02/2015
GORDIAN INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
01/13/2014 - 06/20/2014
GORDIAN INVESTMENTS, LLC (OREGON HOUSE CA)
NY
05/14/2004 - 06/28/2006
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
02/01/2000 - 06/13/2002
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
CA
06/24/1997 - 02/01/2000
HAMBRECHT & QUIST LLC (SAN FRANCISCO CA)
RI
01/20/1994 - 10/01/1996
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BOTH
Issued 12/24/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/25/2014
Series 24 - General Securities Principal Examination
BC
Issued 08/13/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2017
Series 3 - National Commodity Futures Examination
BC
Issued 08/04/2015
Series 52 - Municipal Securities Representative Examination
BC
Issued 01/13/2014
Series 7 - General Securities Representative Examination
BC
Issued 01/18/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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