Haley Zajac, financial advisor White Bear Lake MN
88 score

Haley Zajac

CRD Number: 6066279
Current Firm: Edward Jones

Haley Zajac (CRD# 6066279) is an Investment Advisor Representative working at Edward Jones in White Bear Lake, MN and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Sep 2014 - Current 2
Hildebrand Concessions Inc. St. Paul, MN Aug 2012 - Sep 2014 2
University Of St. Thomas St. Paul, MN Oct 2010 - May 2014 3
Edward Jones Eagan, MN Jun 2013 - Aug 2013 < 1
Northwestern Mutual Financial Network Woodbury, MN May 2012 - Aug 2012 < 1
Mahtomedi Youth Basketball Association Mahtomedi, MN Dec 2009 - Jan 2011 1
Mahtomedi High School Mahtomedi, MN Jun 2009 - Sep 2009 < 1
Unemployed Hugo, MN Feb 2009 - Jun 2009 < 1
Coffee Cottage Willernie, MN Aug 2007 - Feb 2009 1
Unemployed Hugo, MN Aug 2006 - Aug 2007 1
White Bear Racquet And Swim Club White Bear Township, MN Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for Haley Zajac
Phone Number: 314-515-2000
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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