Jacob Chaparro (CRD# 5677686) is an Investment Advisor Representative working at Zenith Investment Management, LLC in San Diego, CA and has over 14 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
Company Name | Location | Dates | Years |
---|---|---|---|
Zenith Investment Management LLC | San Diego, CA | May 2017 - Current | 7 |
Advisory Services Network, LLC | Atlanta, GA | Aug 2016 - May 2017 | < 1 |
Level Four Advisory Services | San Diego, CA | Jun 2016 - Aug 2016 | < 1 |
Lpl Financial, LLC | San Diego, CA | Jan 2016 - Aug 2016 | < 1 |
Gallacher Capital Management, LLC | San Diego, CA | Feb 2016 - Jul 2016 | < 1 |
Td Ameritrade | San Diego, CA | Aug 2014 - Jan 2016 | 1 |
Fidelity Brokerage Services LLC | Chandler, AZ | Apr 2012 - Jul 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2009 |
S66 | NASAA Uniform Combined State Law Examination | Dec 2012 |
- AZ
- CA
- CO
- CT
- MA
- MO
- WA
-
Total Assets Under Management67MILLIONS
-
Total Number of Accounts268ACCOUNTS
-
Average Account Value$248,354
- 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
AZ, CA, CO, CT, MA, MO, WA
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