Zachary Jaret (CRD# 6821679) is an Investment Advisor Representative working at Florida Financial Advisors, LLC in Coral Gables, FL and has over 4 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
CRD# 4396600
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Florida Financial Advisors | Miami, FL | Sep 2020 - Current | 3 |
| Trinity Wealth Securities L.l.c | Miami, FL | Sep 2020 - Current | 3 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2019 |
- FL
- TX
- VA
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Total Assets Under Management199MILLIONS
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Total Number of Accounts1,371ACCOUNTS
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Average Account Value$145,150
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV
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