Jennifer Zabierek (CRD# 2877745) is an Investment Advisor Representative working at Sugi Capital Management, Inc. in Philadelphia, PA and has over 27 years of experience in the finance industry.
CRD# 4640928
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2629855
Investment Management & Planning LLC
CRD# 5004850
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sugi Capital Management | Philadelphia, PA | Oct 2018 - Current | 6 |
| Self Employed | Philadelphia, PA | Jul 2006 - Oct 2018 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1997 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2019 |
- NY
- PA
-
Total Assets Under Management24MILLIONS
-
Total Number of Accounts13ACCOUNTS
-
Average Account Value$1,835,455
- A percentage of assets under your management
- Performance-based fees
- Other
- Portfolio management for individuals and/or small businesses
- Other
NY, PA
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