Zachary
Johnson

Vance Wealth

CRD#7904898
Investment Advisor
in Santa Clarita, CA

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About this Advisor

Zachary Johnson is a financial advisor based in Santa Clarita, California, working with Vance Wealth. Zachary has previously held positions at Rio Norte Junior High, Legacy Academy, Fish Tail Grill, Hart High School, Valencia Country Club, University Of California, Berkeley, Predictap, Ice Recovery And Wellness, and Vance Wealth, Inc. Zachary has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Zachary is part of Vance Wealth, which operates out of Santa Clarita, California. The firm has 2 offices and 18 employees. The firm manages assets totaling $670.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and other services. The fee structure at Vance Wealth includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

26491 Summit Circle
Santa Clarita, CA 91350

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Vance Wealth Brokerage Details

Total Assets Under Management

$670,810,625

CA Average: $7,578,581,321
Total Number of Employees

18

CA Average: 43
Total Number of Accounts

1,345

CA Average: 3,727
Average Account Size

$498,744

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other

Zachary Johnson Work History

2023 - Present (1 year)

Vance Wealth, Inc

2023 - 2023 (< 1 year)

Ice Recovery And Wellness

2021 - 2021 (< 1 year)

Predictap

2020 - 2020 (< 1 year)

Valencia Country Club

2020 - 2023 (3 years)

University Of California, Berkeley

2016 - 2016 (< 1 year)

Fish Tail Grill

2016 - 2020 (4 years)

Hart High School

2015 - 2016 (1 year)

Legacy Academy

2013 - 2015 (2 years)

Rio Norte Junior High

Disclosures

Please visit the SEC profile of Zachary Johnson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Vance Wealth

Jason Lane
Santa Clarita, CA
Anthony Goring
Santa Clarita, CA
Zachary Johnson
Santa Clarita, CA
Christopher Pelch
Santa Clarita, CA
Joshua Mumper
Santa Clarita, CA
Matthew Rivera
Santa Clarita, CA
Niall Shaffery
Santa Clarita, CA
Tyler Tilton
Santa Clarita, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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