Zachary Jones (CRD# 6267151) is an Investment Advisor Representative working at Brookwood Investment Group in Phoenix, AZ and has over 8 years of experience in the finance industry. Zachary Jones has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brookwood Insurance Group LLC | Phoenix, AZ | Feb 2023 - Current | 1 |
| Brookwood Investment Group LLC | Phoenix, AZ | Feb 2023 - Current | 1 |
| Dovetail Capital Management LLC | Phoenix, AZ | Feb 2023 - Current | 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Oct 2019 - Feb 2023 | 3 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Sep 2016 - Feb 2023 | 6 |
| Northwestern Mutual Investment Services LLC | Tucson, AZ | Mar 2015 - Feb 2023 | 7 |
| Douglas Jones | Tucson, AZ | Jan 2016 - Oct 2019 | 3 |
| Ben Miller | Phoenix, AZ | Sep 2015 - Jan 2016 | < 1 |
| Douglas Jones | Tucson, AZ | Nov 2013 - Sep 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2015 |
- AZ
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Total Assets Under Management689MILLIONS
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Total Number of Accounts2,250ACCOUNTS
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Average Account Value$306,259
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CT, FL, GA, IL, OH, OR, PA, RI, TN, VT
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