Justin Boshnack has been an investment adviser representative at Vision Investment Advisors since August 2015, and is not listed among the firm’s executive officers or direct owners.
Vision Investment Advisors, LLC is a Stamford, CT firm with $137M under management, 129 clients and 4 advisers across 5 offices, as of its May 2026 filing.
- – present · 11 yearsLaguna Beach, CA · Adviser representative · Firm CRD 109621
Investment adviser representative registrations
Justin Boshnack is registered as an investment adviser representative in 6 states. The first approvals date from August 2015; the most recent is Massachusetts, in May 2016.
- CaliforniaSince 14 September 2015
- ConnecticutSince 12 August 2015
- FloridaSince 22 September 2015
- IllinoisSince 28 September 2015
- MassachusettsSince 3 May 2016
- New JerseySince 16 September 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 September 2015 |
| Series 66 | Uniform Combined State Law Examination | 18 May 2015 |
| Series 7 | General Securities Representative Examination | 7 September 2000 |
| Series 3 | National Commodity Futures Examination | 29 May 1998 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- National Commodity Futures Examination
- Full name
- Justin Everett Boshnack
- CRD
- 3062830
- Firm
- Vision Investment Advisors · CRD 109621
- Office
- Laguna Beach, CA
- Registration
- Investment adviser registration
- In the industry since
- August 2015
- Disciplinary history
- Not yet shown here · SEC record
Where does Justin Boshnack work?
Justin Boshnack is an investment adviser representative registered through Vision Investment Advisors, LLC since August 2015, and is not listed among the firm’s executive officers or direct owners.
Is Justin Boshnack a financial advisor?
Yes. Justin Boshnack has a current investment-adviser registration in California, Connecticut, Florida, Illinois, Massachusetts and New Jersey, through Vision Investment Advisors since August 2015.
How many years of experience does Justin Boshnack have?
Justin Boshnack has 11 years in the financial industry, since August 2015, across 1 adviser firm.
What exams has Justin Boshnack passed?
Justin Boshnack has passed 4 licensing exams: the Series 3, Series 7, Series 66 and Series 65. The earliest, the Series 3, was passed in May 1998.
Where is Justin Boshnack based?
Justin Boshnack’s registered office is in Laguna Beach, CA.
Is Justin Boshnack registered with FINRA?
No. Justin Boshnack has no current broker registration.
How can I verify Justin Boshnack’s record?
Search CRD 3062830 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Justin Boshnack’s full registration record.