Zachary Paul Tassin
Investment adviser representative at Willis Johnson Wealth
12 yearsExperience
1 stateRegistered in
$1.9BFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Willis Johnson WealthAug 2026 to now
- Raymond James Financial Services Advisors, Inc.Jun 2024 to Jun 2026
- Raymond James Financial Services, Inc.Dec 2023 to Jun 2026
- Global Asset Management GroupMay 2023 to Jun 2026
- Sabine Pools and SpasMay 2018 to Apr 2023
- St. Louis Catholic HighschoolJun 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Willis Johnson Wealth
Legal name: Willis Johnson Wealth, Inc.
$1.9BAssets managed
578Clients
31Advisers
20 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
- 7732296
- Firm CRD
- 119759