Zachary Stillman, financial advisor Lorain OH

Zachary Stillman

CRD Number: 6216752
Current Firm: J.p. Morgan Securities LLC

Zachary Stillman (CRD# 6216752) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lorain, OH and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Jp Morgan Securities, LLC Strongville, OH Oct 2018 - Current 5
Jp Morgan Chase Bank, N.a. Strongville, OH Oct 2018 - Current 5
Pnc Investments Strongville, OH Aug 2017 - Oct 2018 1
Pnc Bank Strongville, OH Aug 2017 - Oct 2018 1
Cetera Advisor Networks LLC Independence, OH Sep 2013 - Jul 2017 3
Vantage Financial Group Independence, OH Aug 2013 - Jul 2017 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2017
S66 NASAA Uniform Combined State Law Examination Jan 2019
Contact Info for Zachary Stillman
Phone Number: 800-999-2000
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    249,731
    MILLIONS
  • Total Number of Accounts
    1,034,072
    ACCOUNTS
  • Average Account Value
    $241,502
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
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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