John Jacob Zezini
Investment adviser representative at Golden State Wealth Management, LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Golden State Wealth Management, LLCNov 2017 to now
- LPL Financial, LLCNov 2017 to now
- Genovese Burford & Brothers Wealth & Retirement Plan Mgmt LLCJun 2015 to Nov 2017
- Royal AllianceJun 2015 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Golden State Wealth Management, LLC
$2.2BAssets managed
4,192Clients
40Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2657153
- Firm CRD
- 167995