Jonathan ZahradkaCRD Number: 5931569
Current Firm: Sather Financial Group, Inc.
Jonathan Zahradka (CRD# 5931569) is an Investment Advisor Representative working at Sather Financial Group, Inc. in Victoria, TX and has over 5 years of experience in the finance industry. Jonathan Zahradka has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Cambridge Investment Research Advisors, Inc.
Kmh Wealth Management, LLC
|Sather Financial Group Inc.||Victoria, TX||Jan 2011 - Current||6|
|Texas Lutheran University||Seguin, TX||Aug 2006 - Dec 2010||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2011|
Total Assets Under Management419MILLIONS
Total Number of Accounts985ACCOUNTS
Average Account Value$425,366
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Educational seminars/workshops