Joel Zerbe, financial advisor Surprise AZ

Joel Zerbe

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Joel M. Zerbe
Phone Number: 623-377-8007
Registered State(s):
  • AZ
  • TX
Current Firm Details
Vista Cima Wealth Management LLC
Firm's CRD Number: 304672
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States


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