Jonas Zamora is a CFP-designated registered investment advisor at Dynamic, based in Phoenix, AZ, with 33 years of industry experience. Jonas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 5,484 clients with $5.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Dynamic's investment advisory fees can range up to 2.25% annually, depending on the investment strategy's complexity and the account size. Larger accounts or less complex strategies may have lower fees. More complex situations, like multiple investment objectives or aggressive growth strategies, may incur higher fees. Fees are negotiable and vary among financial advisors. Some advisors may establish minimum fees, potentially exceeding 2.25% annually. Clients with margin accounts are subject to fees on the additional assets resulting from the use of margin.
Location
5134 N Central Ave, Phoenix, AZ, 85012
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Dynamic
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Zacks Investment Management, INC.
Zacks & CompanyBroker
Citicorp Investment ServicesBroker
Citicorp Investment Services
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
John Dawson & Associates, INC.Broker
Chatfield Dean & CO., INC.Broker
State Registrations1 state
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