Keith ZavalaCRD Number: 5410937
Current Firm: J.p. Morgan Securities LLC
Keith Zavala (CRD# 5410937) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Studio City, CA and has over 9 years of experience in the finance industry.
Fried Asset Management, Inc.
Ira Wealth Management
|J.p. Morgan Securities LLC||Studio City, CA||Oct 2012 - Current||4|
|Jpmorgan Chase Bank, Na||Pasadena, CA||Nov 2009 - Current||7|
|1301 Hollywood Way, LLC||Burbank, CA||May 2009 - Current||8|
|Ips Realty Management||Burbank, CA||May 2009 - Dec 2014||5|
|Chase Investment Services Corp||Pasadena, CA||Nov 2009 - Oct 2012||2|
|Wells Fargo Investments, LLC||Alhambra, CA||Jul 2008 - Nov 2009||1|
|Wells Fargo Bank||Alhambra, CA||Jun 2008 - Nov 2009||1|
|Unemployed||Glendale, CA||Mar 2008 - May 2008||< 1|
|Ameriprise Financial Services, Inc.||Glendale, CA||Aug 2007 - Feb 2008||< 1|
|At&t Mobility||Los Angeles, CA||Sep 2005 - Sep 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2007|
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.