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Anderson Jansen Lafontant

Blue Zone Wealth Advisors, LLC

Los Angeles, CA

CRD 6562700

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Employer firm

Blue Zone Wealth Advisors, LLC CRD 305943

$770M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Blue Zone Wealth Advisors, Llc

11812 San Vicente Blvd. Ste. 250, Los Angeles, CA 90049 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-06-25
  • CA RA
    APPROVED
    Since 2024-06-25

Branch Locations

11812 San Vicente Blvd. Ste. 250, Los Angeles, CA 90049 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Miracle Mile Advisors, Llc Los Angeles CA 08/2014 06/2024
Blue Zone Wealth Advisors, Llc Los Angeles CA 06/2024 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-10-21
  • S65 Uniform Investment Adviser Law Examination
    2015-10-21
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

POST ADVISORY GROUP, LLC
WESTMOUNT PARTNERS, LLC
GIDEON CAPITAL, LLC

Nearby Investors

TERRENCE MICHAEL DEMOREST
DIMITRI JIMMY KRIKELAS
CHRISTOPHER MILES WERNER

Nearby Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA

More in Los Angeles, CA

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