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Roger Lane Johnson

Western Pacific Wealth Management, LP

Lake Forest, IL

CRD 260212

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Employer firm

Western Pacific Wealth Management, LP CRD 152714

$206M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Western Pacific Wealth Management, Lp

263 Market Square Suite B, Lake Forest, IL 60045 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2024-11-25
TX RA APPROVED_RES 2021-09-16
IL RA APPROVED 2021-06-30
  • OR RA
    APPROVED
    Since 2024-11-25
  • TX RA
    APPROVED_RES
    Since 2021-09-16
  • IL RA
    APPROVED
    Since 2021-06-30

Branch Locations

263 Market Square, Suite B, Lake Forest, IL 60045 • 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
Summa Global Advisors, Llc Portland OR 12/2008 12/2020
Western Pacific Wealth Management, Llc Lakes Forest IL 01/2021 Present
  • 12/2008 → 12/2020
    Summa Global Advisors, Llc
    Portland, OR
  • 01/2021 → Present
    Western Pacific Wealth Management, Llc
    Lakes Forest, IL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-10-08
S63 Uniform Securities Agent State Law Examination 1986-12-22
  • S65 Uniform Investment Adviser Law Examination
    1993-10-08
  • S63 Uniform Securities Agent State Law Examination
    1986-12-22

View on SEC IAPD

Nearby Firms

J.P. MORGAN SECURITIES LLC
BUSS CAPITAL MANAGEMENT, LLC
ISTO ADVISORS, LLC

Nearby Investors

Allison Marie Ockwood
Kevin G. Rieger
Tommy Pirvu

Nearby Offices

J.P. MORGAN SECURITIES LLC · LAKE FOREST, IL
BUSS CAPITAL MANAGEMENT, LLC · LAKE FOREST, IL
ISTO ADVISORS, LLC · Lake Forest, IL

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