Zachary Johnson has been an investment adviser representative at Vance Wealth since April 2024, and is not listed among the firm’s executive officers or direct owners.
Vance Wealth, LLC is a Santa Clarita, CA firm with $894M under management, 428 clients and 10 advisers across 5 offices, as of its May 2026 filing.
Investment adviser representative registrations
Zachary Johnson is registered as an investment adviser representative in California, since April 2024.
- CaliforniaSince 29 April 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 April 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Zachary Oliver Johnson
- CRD
- 7904898
- Firm
- Vance Wealth · CRD 310162
- Office
- 26491 SUMMIT CIRCLE, Santa Clarita, CA 91350
- Registration
- Investment adviser registration
- In the industry since
- April 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Zachary Johnson work?
Zachary Johnson is an investment adviser representative registered through Vance Wealth, LLC since April 2024, and is not listed among the firm’s executive officers or direct owners.
Is Zachary Johnson a financial advisor?
Yes. Zachary Johnson has a current investment-adviser registration in California, through Vance Wealth since April 2024.
How many years of experience does Zachary Johnson have?
Zachary Johnson has 2 years in the financial industry, since April 2024, across 1 adviser firm.
What exams has Zachary Johnson passed?
Zachary Johnson passed the Series 65 in April 2024.
Where is Zachary Johnson based?
Zachary Johnson’s registered office is in Santa Clarita, CA.
Is Zachary Johnson registered with FINRA?
No. Zachary Johnson has no current broker registration.
How can I verify Zachary Johnson’s record?
Search CRD 7904898 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Zachary Johnson’s full registration record.
