JZ
JZ

Jill Zacha

21 Years of Experience
Dallas, TX
Broker

Jill Zacha is a registered investment advisor, based in Dallas, TX, with 21 years of industry experience.

Location

12400 Coit Rd, Suite 700, Dallas, TX, 75251

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jill is the CCO/Corporate Counsel for Level Four Advisory Services, LLC and Level Four Capital Management, dedicating nearly full-time and about 10-20% of her time, respectively. She also serves as Corporate Counsel for Level Four Group and as a FINRA arbitrator since 2004.

Employment History
Current Registrations
Level Four Financial, LLCBroker
January 2021 - Present · 5 yrs 4 mos
Level Four Capital Management
November 2019 - Present · 6 yrs 6 mos
Level Four Advisory Services
May 2019 - Present · 7 yrs
Previous Registrations
LPL Financial LLCBroker
May 2019 - December 2020 · 1 yr 7 mos
Capital One Advisors, LLC
March 2018 - May 2019 · 1 yr 2 mos
Capital One Investing, LLCBroker
March 2017 - May 2019 · 2 yrs 2 mos
Clark Investment Strategies, INC.
November 2010 - December 2011 · 1 yr 1 mo
Evolve Securities, INC.
May 2008 - December 2009 · 1 yr 7 mos
Evolve Securities, INC.Broker
March 2008 - December 2009 · 1 yr 9 mos
Service Asset Management CompanyBroker
September 1999 - January 2001 · 1 yr 4 mos
Penson Financial Services, INC.Broker
November 1998 - March 2006 · 7 yrs 4 mos
Dain Rauscher IncorporatedBroker
March 1998 - November 1998 · 8 mos
Dain Rauscher IncorporatedBroker
January 1998 - March 1998 · 2 mos
Rauscher Pierce Refsnes, INC.Broker
January 1997 - January 1998 · 1 yr
Addison Securities, INC.Broker
July 1995 - July 1996 · 1 yr
State Registrations1 state
TX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Jill Zacha - Financial Advisor | TrueAdvisor