Zachary Berg (CRD# 5860935) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Palm Beach Gardens, FL and has over 13 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 4207020
Dakota Wealth, LLC
CRD# 5575170
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Jp Morgan Chase Bank, N.a. | Palm Beach Gardens, FL | Oct 2023 - Current | < 1 |
J.p. Morgan Securities LLC | Palm Beach Gardens, FL | Sep 2023 - Current | < 1 |
First Republic Investment Management, Inc. | Palm Beach, FL | May 2017 - Current | 7 |
First Republic Securities Company, LLC | Palm Beach, FL | May 2017 - Sep 2023 | 6 |
First Republic Securities Company LLC | Palm Beach, FL | Nov 2015 - May 2017 | 1 |
First Republic Invenstment Management | Palm Beach, FL | Nov 2015 - May 2017 | 1 |
Credit Suisse Lending LLC | Palm Beach, FL | Dec 2013 - Nov 2015 | 1 |
Credit Suisse Securities (usa) LLC | West Palm Beach, FL | Oct 2010 - Nov 2015 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2011 |
- FL
- TX
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Total Assets Under Management249,731MILLIONS
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Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WY
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