AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
ZJ

Zachary R. Johnson

MORETON CAPITAL MARKETS
Salt Lake City, UT 84111
Some features on this profile are disabled
CRD#: 6905805
ZJ

Professional summary

Zachary Russell Johnson, who also goes by Zachary Russell Johnson, Zachary Johnson, is a registered financial professional currently at MORETON CAPITAL MARKETS, LLC located in Salt Lake City, Utah.

Zachary is registered as a RR (Registered Representative) and started their career in finance in 2019. Zachary has worked at 6 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Zachary Russell Johnson | Zachary Johnson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
OBA-92656|OrgNmn:Meyers Rentals LLC|Org Addr:Cheyenne,Wyoming,US|OBA Nature:Trailer rental business|Invst Rel:N|Title:investor |Duties:my friend owns a company and wants to bring me in. i would buy a trailer and then we would rent it out|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Zachary Russell Johnson's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 14, 2025 - Present

MORETON CAPITAL MARKETS, LLC

Office #1: 101 S. 200 E. Suite 300, Salt Lake City, UT 84111
BD
CRD#: 132643
Salt Lake City, UT
Past

February 17, 2023 - March 12, 2024

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
AUSTIN, TX
Past

April 7, 2022 - March 12, 2024

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
WESTLAKE, TX
Past

April 13, 2021 - August 10, 2021

VICTORY CAPITAL SERVICES, INC.

BD
CRD#: 37059
San Antonio, TX
Past

February 17, 2020 - April 6, 2020

USAA FINANCIAL ADVISORS, INC.

BD
CRD#: 129035
PHOENIX, AZ
Past

November 27, 2019 - January 15, 2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
CHANDLER, AZ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Texas
(8/3/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/14/2023
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 1/11/2020
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/27/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/31/2019
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

MC
MORETON CAPITAL MARKETS, LLC
MORETON BROKERAGE SERVICES, LLC | MORETON CAPITAL MARKETS, LLC

CRD#: 132643 / SEC#: , 8-66620

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
101 S. 200 E. Suite 300, Salt Lake City, UT 84111
Mailing Address
101 S 200 E. Suite 300, Salt Lake City, UT 84111
Phone number
(801) 535-3650
Established
Utah since 07/19/2004
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (39 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
VOS, ERIC LEECEO/CCO2836821
LUNDBERG, LARRY HMEMBER4500324
STOKER, RYAN SCOTTMEMBER4066425
WILLIAM R. MORETON ESTATEMEMBER
MORETON, CHARI WPERSONAL REPRESENTATIVE OF THE WILLIAM R. MORETON ESTATE8108960
ROESKE, SHARON LEEFINOP720262

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MORETON CAPITAL MARKETS, LLC

CRD#: 132643Salt Lake City, UT 84111

TRUST BUT VERIFY

Monitor Zachary Johnson

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Kyle Kaleiluakiliopu Fukuchi
Kyle FukuchiAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Farmington, UT
Neal Jones Hansen
Neal HansenAdvisorCheck Check Mark
NET WORTH ADVISORY GROUP, LLC
IAR
Sandy, UT
JL
Justin LizamaAdvisorCheck Check Mark
SIMPLE FINANCIAL, LLC
IAR
West Jordan, UT
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics