Johanna M. Mears
Professional summary
Johanna Marie Mears, who also goes by Johanna Marie Crafts, is a registered financial advisor currently at SVB WEALTH located in Washington, Pennsylvania and FIRST CITIZENS INVESTOR SERVICES, INC. located in Washington , Pennsylvania.
Johanna is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Johanna has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 52, Series 7, Series 6, Series 53 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Johanna Marie Mears's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 23, 2025 - Present
SVB WEALTH
October 23, 2025 - Present
FIRST CITIZENS INVESTOR SERVICES, INC.
October 23, 2025 - Present
FIRST CITIZENS INVESTOR SERVICES, INC.
December 3, 2012 - October 20, 2025
THE HUNTINGTON INVESTMENT COMPANY
July 13, 2011 - October 20, 2025
THE HUNTINGTON INVESTMENT COMPANY
Primary Firm SEC Registration
SVB WEALTH
CRD#: 172832 / SEC#: 801-80480
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/23/2025)
(10/23/2025)
Exams
FINRA
Current Firm
SVB WEALTH
CRD#: 172832 / SEC#: 801-80480
Contact information
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,739 |
| AUM (Assets Under Management) | $ 4,983,411,995 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/21/2025 | ||
| 09/20/2024 | ||
| 10/31/2022 |
Red Flags
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