J.P. Morgan Securities
47yrs
Top advisor by experience at J.P. Morgan Securities
9yrs
Whitney Johnson is a fiduciary financial advisor in San Francisco, California, with 9 years in the industry. After a year at NPB Financial Group, Whitney joined Baseline Investments in 2024, a firm offering financial planning and investment management. Baseline Investments reports being paid through a percentage of assets.
One of 3220 advisors with offices in San Francisco, and one of 2949 fiduciaries.
At a glance
Experience9 years (since 2018)
How that compares ?9 years in the industry
Office580 California Street 12th Floor, San Francisco, CA 94104
How the firm is paid ?Percent of assets
Typical client at the firm ?$115,385
States licensed ?1 state
Services through Baseline Investments
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2024 – nowBaseline Investments, LLCCurrent firm
- 2020 – now
- Aug 2019 – Jun 2020NPB Financial Group, LLCPreviously
- 2018 – 2023Baseline Investments, LLCPreviously
Contact Whitney
(415) 295-4737Baseline Investments main office 580 California Street 12th FloorSan Francisco, CA 94104Office · Get directions Firm websitewww.baselinefin.com
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Questions to ask Whitney
Tailored to Whitney’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Whitney
How do I contact Whitney?
Call Baseline Investments at (415) 295-4737 and ask for Whitney Johnson. Whitney works from the San Francisco, CA office.
How long has Whitney been a financial advisor?
Whitney has been in the industry since 2018, about 9 years. 9 years in the industry.
What licenses does Whitney hold?
Series 65. Tap any license on this page to see what it allows.
Is Whitney a fiduciary?
Whitney is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Whitney paid?
Baseline Investments reports being paid by a percentage of the assets they manage. Ask Whitney for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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