Joel ZerbeCRD Number: 6272599
Current Firm: Vista Cima Wealth Management LLC
Joel Zerbe (CRD# 6272599) is an Investment Advisor Representative working at Vista Cima Wealth Management LLC in Surprise, AZ and has over 8 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
Sagepoint Financial, Inc.
Mathis Wealth Management
|Cima Capital Wealth Management||Surprise, AZ||Feb 2020 - Current||2|
|Edward Jones||Surprise, AZ||Dec 2013 - Feb 2020||6|
|City Of Surprise||Surprise, AZ||Apr 2009 - Dec 2013||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2014|
Total Assets Under Management78MILLIONS
Total Number of Accounts499ACCOUNTS
Average Account Value$156,313
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
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