JZ
JZ

Jacob Charles Zagor

5 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
1,068 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.2B

Fee Structure

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Location

29409 Haggerty Road, Suite 200, Novi, MI, 48377

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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

Jacob works as an insurance agent at Senior Planning Advisors, Inc., focusing on insurance sales and services. This activity takes about half of Jacob's time.

Employment History
Current Registrations
C2 Private Wealth
September 2020 - Present · 5 yrs 5 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.