Johnny Gibson has been Member & Chief Investment Officer of Haven Private since December 2023, is a control person of the firm and directly owns under 5% of it. Johnny Gibson holds a Bachelor's in Economics from Ball State University.
Haven Private, LLC is an Orlando, FL firm with $428M under management, 186 clients and 5 advisers in one office, as of its April 2026 filing.
Johnny Gibson is CIO, Executive Managing Director of Haven Private LLC, where he is a founding partner and Chief Investment Officer. At Fieldpoint Private he served as the firm's Chief Investment Officer, where he led a team responsible for investment due diligence, asset allocation construction, and market, economic and investment communication and strategy. He spent 15 years with U.S. Trust, advising families across wealth planning, investment and risk management, philanthropy, banking and credit.
Johnny Gibson’s longest registration was 4 years at Charles Schwab & Co., Inc. (2000–2004). Before joining Haven Private in 2024, Johnny Gibson was registered through Haven Private and Fieldpoint Private Securities LLC.
- Haven Private– · 2 yearsOrlando, FL · Adviser representative · Firm CRD 141006
- Fieldpoint Private Securities LLC– · 2 yearsOrlando, FL · Adviser representative · Firm CRD 18975
- Charles Schwab & Co., Inc.– · 4 yearsFL · Adviser representative · Firm CRD 5393
Professional designations
Listed by Haven Private
- Chartered Financial Analyst (CFA®)
- Chartered Market Technician (CMT®)
Investment adviser representative registrations
Johnny Gibson is registered as an investment adviser representative in 2 states. The first approvals date from February 2024; the most recent is Texas, in July 2024.
- FloridaSince 4 February 2024
- TexasSince 10 July 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 2 April 2021 |
| Series 63 | Uniform Securities Agent State Law Examination | 7 September 2020 |
| Series 7 | General Securities Representative Examination | 10 November 1999 |
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Johnny Marion Gibson
- CRD
- 4054687
- Firm
- Haven Private · CRD 329012
- Role
- Member & Chief Investment Officer
- Office
- 976 LAKE BALDWIN LANE, SUITE 201, Orlando, FL 32814
- Registration
- Investment adviser registration
- In the industry since
- June 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- havenprivate.com
Where does Johnny Gibson work?
Johnny Gibson has been Member & Chief Investment Officer of Haven Private, LLC since December 2023, and is a control person of the firm.
Is Johnny Gibson a financial advisor?
Yes. Johnny Gibson has a current investment-adviser registration in Florida and Texas, through Haven Private since February 2024.
How many years of experience does Johnny Gibson have?
Johnny Gibson has 11 years in the financial industry, since June 2015, across 4 adviser firms.
What exams has Johnny Gibson passed?
Johnny Gibson has passed 3 licensing exams: the Series 7, Series 63 and Series 24. The earliest, the Series 7, was passed in November 1999.
Where did Johnny Gibson work before Haven Private?
Before Haven Private, Johnny Gibson was registered through Fieldpoint Private Securities LLC, January 2020 to April 2022; Charles Schwab & Co., Inc., June 2000 to July 2004.
Where is Johnny Gibson based?
Johnny Gibson’s registered office is in Orlando, FL.
Is Johnny Gibson registered with FINRA?
No. Johnny Gibson has no current broker registration.
Is Johnny Gibson a CFA charterholder?
Haven Private lists Johnny Gibson with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
Source: Johnny Gibson, CFA®, CMT® biography, havenprivate.com
How can I verify Johnny Gibson’s record?
Search CRD 4054687 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Johnny Gibson’s full registration record.
