JZ
JZ

Juan Zenck

17 Years of Experience
Miami, FL
Broker

Juan Zenck is a registered investment advisor, based in Miami, FL, with 17 years of industry experience.

Location

1221 Brickell Avenue, 27th Floor, Miami, FL, 33131

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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

Juan is an investment adviser with Insigneo Advisory Services since 2021, dedicating full-time hours. Juan also owns JAZ Global Investment LLC, a pass-through entity for tax purposes, and spends full-time hours on this.

Employment History
Current Registrations
Insigneo Securities, LLC
July 2021 - Present · 4 yrs 10 mos
Insigneo Securities, LLCBroker
July 2021 - Present · 4 yrs 10 mos
Insigneo Advisory Services, LLC
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
Amerant Investments, INC.
May 2015 - July 2021 · 6 yrs 2 mos
Amerant Investments, INC.Broker
February 2015 - July 2021 · 6 yrs 5 mos
RBC Capital Markets, LLC
March 2014 - February 2015 · 11 mos
RBC Capital Markets, LLCBroker
March 2014 - February 2015 · 11 mos
Morgan Stanley
June 2013 - February 2014 · 8 mos
Morgan StanleyBroker
March 2013 - February 2014 · 11 mos
Wells Fargo Advisors, LLCBroker
February 2010 - March 2013 · 3 yrs 1 mo
Wells Fargo Advisors, LLCBroker
March 2009 - May 2009 · 2 mos
Wachovia Securities, LLCBroker
July 2007 - December 2008 · 1 yr 5 mos
State Registrations2 states
DEFL
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.