Zachary Jaret, financial advisor Tampa FL

Zachary Jaret

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Zachary Jaret
Phone Number: (813) 333-1683
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    6
    MILLIONS
  • Total Number of Accounts
    46
    ACCOUNTS
  • Average Account Value
    $127,036
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

FL, NJ, PA

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