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Heather Johnson, portrait

Heather Johnson

Investment adviser representative at Shadowridge Asset Management in Austin, TX

Investment adviser registrationUpdated

Heather Johnson is an investment adviser representative at Shadowridge Asset Management, LLC, an investment adviser managing $127M, and works from its Austin, TX office. Heather Johnson has been registered through Shadowridge Asset Management since 2 October 2025, has 1 year in the industry across 1 firm and has passed the Series 65.

1
Years in industry
1
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Heather Johnson has been an investment adviser representative at Shadowridge Asset Management since October 2025, and is not listed among the firm’s executive officers or direct owners.

Shadowridge Asset Management, LLC is an Austin, TX firm with $127M under management, 614 clients and 7 advisers across 3 offices, as of its March 2026 filing.

Heather D. Johnson is a Registered Investment Advisor Representative of Shadowridge Asset Management, LLC. Before moving into her advisory role, she spent two years as the firm's Project Manager, applying 7+ years of experience in business development, branding, and client communications. She has been a small business owner since 2017.

  1. – present · 1 year
    Austin, TX · Adviser representative · Firm CRD 162066

Credentials and registrations

Investment adviser representative registrations

Heather Johnson is registered as an investment adviser representative in Texas, since October 2025.

  • TexasSince 2 October 2025

Examinations

Series 6526 September 2025
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Heather Dalice Johnson
CRD
8104707
Office
1001 S. CAPITAL OF TEXAS HIGHWAY, M-100, Austin, TX 78746
Registration
Investment adviser registration
In the industry since
October 2025
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Heather Johnson work?

Heather Johnson is an investment adviser representative registered through Shadowridge Asset Management, LLC since October 2025, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is Heather Johnson a financial advisor?

Yes. Heather Johnson has a current investment-adviser registration in Texas, through Shadowridge Asset Management since October 2025.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Heather Johnson have?

Heather Johnson has 1 year in the financial industry, since October 2025, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

What exams has Heather Johnson passed?

Heather Johnson passed the Series 65 in September 2025.

Source: IAPD individual record, checked 22 October 2026

Where is Heather Johnson based?

Heather Johnson’s registered office is in Austin, TX.

Source: IAPD individual record, checked 22 October 2026

Is Heather Johnson registered with FINRA?

No. Heather Johnson has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Heather Johnson’s record?

Search CRD 8104707 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Heather Johnson’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Shadowridge Asset Management

Sources

  1. IAPD individual record, CRD 8104707, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Shadowridge Asset Management, LLC, filed 19 March 2026. Executive officers and direct owners; this person is not among them.
  3. Shadowridge Asset Management team page. Biography, education, credentials, awards and the portrait, reproduced for identification.