Unclaimed Profile

Heidi Ann Johnson

VERNAL POINT ADVISORS, LLC·SAN FRANCISCO, California

SIE, Series 3, Series 6, Series 7, Series 8, Series 24, Series 52, Series 53, Series 63, Series 66Clean record11 years registeredVERNAL POINT ADVISORS, LLC

235 PINE ST, SAN FRANCISCO, CA 94104CRD# 2443764Firm CRD# 166587

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Heidi Ann Johnson · SAN FRANCISCO, CA

Registration

CRD #2443764 · VERNAL POINT ADVISORS, LLC · 11 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: VERNAL POINT ADVISORS, LLC

FORT POINT CAPITAL PARTNERS LLC

Mar 2020 – Dec 2025

SAN FRANCISCO, CA

CYPRESS POINT CAPITAL MANAGEMENT, LLC

Aug 2017 – Mar 2018

SAN FRANCISCO, CA

PROTECTED INVESTORS OF AMERICA

Jan 2015 – Jul 2016

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 6

Series 7

Series 8

Series 24

Series 52

Series 53

Series 63

Series 66

Registration record

First registered · January 6, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VERNAL POINT ADVISORS, LLC

CRD 166587 · SEC 801-80962

AUM

$1.6B

Regulatory assets under management

Employees

229 client accounts

Services offered by VERNAL POINT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VERNAL POINT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Heidi Ann Johnson offer?

Heidi Ann Johnson specializes in Financial Planning, Investment Management.

What are Heidi Ann Johnson's credentials?

Heidi Ann Johnson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Heidi Ann Johnson located?

Heidi Ann Johnson is based in SAN FRANCISCO, California, last registered with VERNAL POINT ADVISORS, LLC.

How does Heidi Ann Johnson charge for services?

Heidi Ann Johnson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VERNAL POINT ADVISORS, LLC?

VERNAL POINT ADVISORS, LLC has approximately 16 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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