JZ
JZ

Jeffrey Zuanich

18 Years of Experience
Los Angeles, CA
BrokerSells Insurance

Jeffrey Zuanich is a registered investment advisor, based in Los Angeles, CA, with 18 years of industry experience.

Location

2121 Avenue of the Stars, Suite 1600, Los Angeles, CA, 90067

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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 ActivitiesSells Insurance

Jeffrey is an advisor at Independent RIA SEIA, LLC, dedicating full-time hours to this role. He also holds a California insurance license as a non-producer, spending a few hours per week assisting with proposals and illustrations.

Employment History
Current Registrations
Signature Estate Securities, LLCBroker
August 2023 - Present · 2 yrs 11 mos
Seia
April 2010 - Present · 16 yrs 3 mos
Previous Registrations
Osaic Wealth, INC.Broker
November 2018 - August 2023 · 4 yrs 9 mos
Signator Investors, INC.Broker
July 2009 - November 2018 · 9 yrs 4 mos
Crowell, Weedon & CO.
December 2007 - March 2009 · 1 yr 3 mos
Crowell, Weedon & CO.Broker
November 2007 - March 2009 · 1 yr 4 mos
World Group Securities, INC.Broker
September 2005 - July 2006 · 10 mos
State Registrations1 state
CA
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.
Jeffrey Zuanich - Financial Advisor | TrueAdvisor