Chris Joubin ZandCRD Number: 4516046
Current Firm: Brouwer & Janachowski, LLC
Chris Joubin Zand (CRD# 4516046) is an Investment Advisor Representative working at Brouwer & Janachowski, LLC in Tiburon, CA and has over 11 years of experience in the finance industry.
Blossom Wealth Management, LLC
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
|Brouwer & Janachowski, LLC||Tiburon, CA||Jun 2013 - Current||4|
|Sanford C. Bernstein & Company, LLC||San Francisco, CA||Apr 2010 - May 2013||3|
|Sedgwick Detert Moran & Arnold LLP||San Francisco, CA||Jul 2007 - Apr 2010||2|
|Bledsoe Cathcart Diestel & Pedersen LLP||San Francisco, CA||Apr 2006 - Jun 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2010|
|S65||NASAA Investment Advisors Law Examination||Nov 2006|
Total Assets Under Management1,279MILLIONS
Total Number of Accounts1,495ACCOUNTS
Average Account Value$855,716
- 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)
- Educational seminars/workshops
CA, HI, NH, NY, OR
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