Zachary BurchCRD Number: 7127222
Current Firm: Edward Jones
Zachary Burch (CRD# 7127222) is an Investment Advisor Representative working at Edward Jones in Madison, WI and has over 3 years of experience in the finance industry.
Wismed Financial, Inc.
Harbour Investments, Inc.
Baker Tilly Wealth Management, LLC
|Edward Jones||St Louis, MO||Jun 2019 - Current||3|
|Cintas Corporation||Maywood, IL||Oct 2018 - Jun 2019||< 1|
|Cintas Corporation||Schaumburg, IL||Jun 2014 - Oct 2018||4|
|Cintas Corporation||Branford, CT||Nov 2012 - Jun 2014||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2019|
Total Assets Under Management654,235MILLIONS
Total Number of Accounts4,299,176ACCOUNTS
Average Account Value$152,177
- A percentage of assets under your management
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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