Paul ZawilenskiCRD Number: 1983606
Current Firm: J.p. Morgan Securities LLC
Paul Zawilenski (CRD# 1983606) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Ramona, CA and has over 19 years of experience in the finance industry.
Park Avenue Securities LLC
Nautilus Advisors LLC
O'reilly Wealth Advisors
|Ramona Community Foundation||Escondido, CA||Dec 2013 - Current||2|
|Jp Morgan Securities LLC||Ramona, CA||Apr 2013 - Current||3|
|Big Brothers Big Sisters Program||San Diego, CA||Jun 2009 - Jun 2013||4|
|Bank Of America, N.a.||San Diego, CA||Oct 2011 - Apr 2013||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||San Francisco, CA||Jun 2011 - Apr 2013||1|
|Chase Investments Services Corp.||Escondido, CA||Sep 2010 - Jun 2011||< 1|
|First Financial Equity Corporation||Ramona, CA||Mar 2009 - Sep 2010||1|
|S. Wilson Management||Ramona, CA||Nov 2004 - Sep 2010||5|
|Banc Of America Investment Services, Inc.||San Diego, CA||Jun 2004 - Feb 2009||4|
|Banc Of America Insurance Services, Inc.||San Diego, CA||Jun 2004 - Feb 2009||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1997|
|S65||NASAA Investment Advisors Law Examination||Jun 1997|
Total Assets Under Management70,743MILLIONS
Total Number of Accounts344,720ACCOUNTS
Average Account Value$205,219
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
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
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