Jason Zalarick (CRD# 3128068) is an Investment Advisor Representative working at Synergy Asset Management, LLC in Whitehouse Station, NJ and has over 25 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4132890
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Synergy Financial Management, LLC | Bellevue, WA | Feb 2020 - Current | 4 |
| Equity Advisor Solutions | Denver, CO | Dec 2012 - Feb 2020 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1999 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2020 |
- NJ
- WA
-
Total Assets Under Management810MILLIONS
-
Total Number of Accounts5,972ACCOUNTS
-
Average Account Value$135,667
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AL, AZ, CA, CO, DC, FL, GA, HI, ID, IL, IN, LA, MD, MI, MN, MT, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TX, VA, WA
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