Elinor Johansson
Investment adviser representative at Ballentine Partners
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$15.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Ballentine Partners, LLCJul 2024 to now
- Boston CollegeAug 2023 to Jun 2024
- Carnegie Investment BankJul 2021 to Jul 2023
- Uppsala UniversitySep 2019 to Jun 2022
- FortnoxAug 2018 to Jul 2019
- Procivitas High SchoolAug 2014 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (FL, MA).
Ballentine Partners
Legal name: Ballentine Partners, LLC
$15.3BAssets managed
353Clients
90Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7968867
- Firm CRD
- 152802