Jacob ZunigaCRD Number: 6441873
Current Firm: Wealthcare Advisory Partners LLC
Jacob Zuniga (CRD# 6441873) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in Alpharetta, GA and has over 6 years of experience in the finance industry.
Rollins Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Raymond James & Associates, Inc.
|Wealthcare Advisory Partners, LLC||Alpharetta, GA||Jun 2017 - Current||4|
|Lpl Financial, LLC||Marietta, GA||Oct 2016 - Current||5|
|Unemployed||Salem, SC||Jun 2016 - Oct 2016||< 1|
|Northwestern Mutual Investment Services LLC||Los Angeles, CA||Mar 2015 - May 2016||1|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||Feb 2015 - May 2016||1|
|Hawkins Parnell Thackston Young LLP||Los Angeles, CA||Jan 2007 - Jan 2015||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2015|
|S65||NASAA Investment Advisors Law Examination||Dec 2016|
Total Assets Under Management2,551MILLIONS
Total Number of Accounts9,132ACCOUNTS
Average Account Value$279,299
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV, WY
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