Jack Mazzera (CRD# 6916575) is an Investment Advisor Representative working at Empirical Wealth Management in San Francisco, CA and has 1 year of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Empirical Wealth Management | San Francisco, CA | Sep 2021 - Current | 2 |
| Private Ocean LLC | San Rafael, CA | Jun 2019 - Sep 2021 | 2 |
| First Republic Securities Company, LLC | Palo Alto, CA | Jul 2018 - Mar 2019 | < 1 |
| First Republic Investment Management, Inc. | Palo Alto, CA | Jun 2018 - Mar 2019 | < 1 |
| Morgan Stanley | San Francisco, CA | Feb 2018 - Jun 2018 | < 1 |
| San Francisco State University | San Francisco, CA | Aug 2016 - May 2018 | 1 |
| Santa Monica City College | Santa Monica, CA | Aug 2014 - May 2016 | 1 |
| Chosen Payments O.c. | Orange County, CA | Feb 2015 - Jun 2015 | < 1 |
| Cesar LLC | Berkeley, CA | Mar 2008 - Jun 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2022 |
- CA
-
Total Assets Under Management5,525MILLIONS
-
Total Number of Accounts7,267ACCOUNTS
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Average Account Value$760,312
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, LA, MA, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TX, UT, VA, WA, WI, WY
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