Johanna Adleson has been an investment adviser representative at Libra Wealth since June 2021, and is not listed among the firm’s executive officers or direct owners.
Libra Wealth LLC is a Los Gatos, CA firm with $640M under management, 143 clients and 4 advisers across 7 offices, as of its March 2026 filing.
Johanna Adleson’s longest registration is the current one, 5 years at Libra Wealth since 2021. Before joining Libra Wealth in 2021, Johanna Adleson was registered through Aspen Capital Management and Vista Wealth Management Group, LLC.
- Aspen Capital Management– · under a yearBoise, ID · Adviser representative · Firm CRD 119050
- Vista Wealth Management Group, LLC– · under a yearPalo Alto, CA · Adviser representative · Firm CRD 297808
- Vista Wealth Management, LLC– · 4 yearsPalo Alto, CA · Adviser representative · Firm CRD 110252
- Morgan Stanley– · 4 yearsCupertino, CA · Adviser representative · Firm CRD 149777
Investment adviser representative registrations
Johanna Adleson is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from June 2021; the most recent is Texas, in November 2021.
- IdahoSince 9 June 2021
- TexasResidentSince 3 November 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 6 August 2009 |
| Series 31 | Futures Managed Funds Examination | 17 July 2008 |
| Series 63 | Uniform Securities Agent State Law Examination | 5 March 2008 |
| Series 7 | General Securities Representative Examination | 31 January 2008 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Johanna Sanchez Adleson
- CRD
- 5263358
- Firm
- Libra Wealth · CRD 288098
- Office
- Boise, ID
- Registration
- Investment adviser registration
- In the industry since
- June 2011
- Disciplinary history
- Not yet shown here · SEC record
Where does Johanna Adleson work?
Johanna Adleson is an investment adviser representative registered through Libra Wealth LLC since June 2021, and is not listed among the firm’s executive officers or direct owners.
Is Johanna Adleson a financial advisor?
Yes. Johanna Adleson has a current investment-adviser registration in Idaho and Texas, through Libra Wealth since June 2021.
How many years of experience does Johanna Adleson have?
Johanna Adleson has 15 years in the financial industry, since June 2011, across 5 adviser firms.
What exams has Johanna Adleson passed?
Johanna Adleson has passed 4 licensing exams: the Series 7, Series 63, Series 31 and Series 65. The earliest, the Series 7, was passed in January 2008.
Where did Johanna Adleson work before Libra Wealth?
Before Libra Wealth, Johanna Adleson was registered through Aspen Capital Management, June 2020 to May 2021; Vista Wealth Management Group, LLC, August 2018 to October 2018; Vista Wealth Management, LLC, October 2013 to August 2018; Morgan Stanley, August 2009 to August 2013.
Where is Johanna Adleson based?
Johanna Adleson’s registered office is in Boise, ID.
Is Johanna Adleson registered with FINRA?
No. Johanna Adleson has no current broker registration.
How can I verify Johanna Adleson’s record?
Search CRD 5263358 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Johanna Adleson’s full registration record.