Zachary JaretCRD Number: 6821679
Current Firm: Florida Financial Advisors, Inc.
Zachary Jaret (CRD# 6821679) is an Investment Advisor Representative working at Florida Financial Advisors, Inc. in Tampa, FL and has 1 year of experience in the finance industry.
Commonwealth Financial Network
Econologics Financial Advisors
Raymond James & Associates, Inc.
|Florida Financial Advisors||Miami, FL||Sep 2020 - Current||< 1|
|Trinity Wealth Securities L.l.c||Miami, FL||Sep 2020 - Current||< 1|
|Trinity Wealth Securities L.l.c||Tampa, FL||Feb 2019 - Sep 2020||1|
|Florida Financial Advisors||Tampa, FL||May 2018 - Sep 2020||2|
|Ifs Securities Inc.||Atlanta, GA||Apr 2018 - Feb 2019||< 1|
|Mickool, Inc.||Tampa, FL||May 2017 - May 2018||1|
|Purshe Kaplan Sterling Investments||Albany, NY||Jun 2017 - Apr 2018||< 1|
|University Of Florida||Gainesville, FL||May 2013 - May 2017||4|
|Cypress Bay High School||Weston, FL||Aug 2009 - May 2013||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2019|
Total Assets Under Management31MILLIONS
Total Number of Accounts305ACCOUNTS
Average Account Value$101,373
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
FL, NJ, PA, TX
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