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Zachary Oliver Johnson

Vance Wealth

Santa Clarita, CA

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Current Employers
Vance Wealth

26491 Summit Circle, Santa Clarita, CA 91350 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-04-29
  • CA RA
    APPROVED
    Since 2024-04-29

Branch Locations

26491 Summit Circle, Santa Clarita, CA 91350 • 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
Hart High School Newhall CA 08/2016 05/2020
Valencia Country Club Valencia CA 02/2020 07/2020
University Of California, Berkeley Berkeley CA 07/2020 05/2023
Predictap Boston MA 06/2021 08/2021
Ice Recovery And Wellness Valencia CA 08/2023 11/2023
Vance Wealth, Inc. Santa Clarita CA 11/2023 Present
  • 08/2016 → 05/2020
    Hart High School
    Newhall, CA
  • 02/2020 → 07/2020
    Valencia Country Club
    Valencia, CA
  • 07/2020 → 05/2023
    University Of California, Berkeley
    Berkeley, CA
  • 06/2021 → 08/2021
    Predictap
    Boston, MA
  • 08/2023 → 11/2023
    Ice Recovery And Wellness
    Valencia, CA
  • 11/2023 → Present
    Vance Wealth, Inc.
    Santa Clarita, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-29
  • S65 Uniform Investment Adviser Law Examination
    2024-04-29

View on SEC IAPD

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J.P. MORGAN SECURITIES LLC
AVINCI WEALTH MANAGEMENT, INC.
CETERA INVESTMENT ADVISERS LLC
GLOBAL FINANCIAL ADVISORY SERVICES, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

KAMERIE JOY LARSEN
Natalia Carolina Avila
Robyn L Lawhon
Stephen Vincent Festa
JASON A GIETTER
Jeannette Harris
Michael Adam Wright
Willie Lopez

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SANTA CLARITA, CA
MORGAN STANLEY · VALENCIA, CA
J.P. MORGAN SECURITIES LLC · VALENCIA, CA
AVINCI WEALTH MANAGEMENT, INC. · VALENCIA, CA
CETERA INVESTMENT ADVISERS LLC · VALENCIA, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · VALENCIA, CA
GLOBAL FINANCIAL ADVISORY SERVICES, INC. · VALENCIA, CA
THRIVENT INVESTMENT MANAGEMENT INC. · Valencia, CA

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