Zachary Waterer, financial advisor Columbus OH
81 score

Zachary Waterer

CRD Number: 5883820
Current Firm: J.p. Morgan Securities LLC

Zachary Waterer (CRD# 5883820) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Columbus, OH and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Jpmorgan Securities LLC Columbus, OH May 2017 - Current 1
Morgan Stanley Services Group Inc. Columbus, OH Mar 2017 - Apr 2017 < 1
Morgan Stanley Smith Barney Columbus, OH Jan 2011 - Apr 2017 6
Ohio Christian University Circleville, OH Aug 2012 - Mar 2015 2
Ohio Christian University Circleville, OH Apr 2009 - Jun 2011 2
Stat Express Delivery Worthington, OH Sep 2008 - Jan 2011 2
Donatos Pizza New Albany, OH Apr 2006 - Sep 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2011
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Zachary S. Waterer
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    81,562
    MILLIONS
  • Total Number of Accounts
    376,424
    ACCOUNTS
  • Average Account Value
    $216,675
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
81

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