Zachary Theis is a registered investment advisor at Raymond James & Associates, INC., based in Dalton, GA, with 8 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
710 S. Thornton Avenue, Suite B, Dalton, GA, 30720
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Zachary is a partner in JZD Wellness LLC and teaches jiu-jitsu classes. He dedicates a few hours per week to this business.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Truist Investment Services, INC.Broker
Truist Advisory Services, INC.
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
Brighthouse Securities, LLCBroker
State Registrations5 states
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