Profiel
Mr. Jeff Zuanich is an Associate Advisor at Signature Estate & Investment Advisors LLC.
He has been with SEIA since June 2009.
He is also a registered representative of Signator Investors, Inc. and carries a California Insurance license.
He has been in the financial services industry since 2007.
He served as financial advisor with Crowell, Weedon & Co.
Mr. Zuanich graduated from the University of San Diego with a Bachelor's degree in Biology and Chemistry in 2002.
He earned the Certified Financial Planner from the Certified Financial Planner Board of Standards, Inc., and retains his Series 7 and 66 securities licenses.
Eerdere bekende functies van Jeff Zuanich
| Bedrijven | Functie | Einde |
|---|---|---|
Crowell Weedon & Co.
 Crowell Weedon & Co. Investment Banks/BrokersFinance Founded in 1932, Crowell Weedon & Co. is full service stock brokerage and money management firm headquartered in Los Angeles, California. The firm is a subsidiary of D. A. Davidson & Co. and their ultimate parents is the Davidson Cos. | Corporate Officer/Principal | - |
Signature Estate & Investment Advisors LLC
 Signature Estate & Investment Advisors LLC Investment ManagersFinance Signature Estate & Investment Advisors LLC (SEIA) is a SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded by Brian D. Holmes in 1997. They are wholly owned by Signature Financial Service Group LLC, which is owned primarily by a consortium of employees and investors through Reverence Capital Partners Opportunities Fund V LP. SEIA provides investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations and other businesses. | Portefeuillebeheerder-Aandelen | - |
Opleiding van Jeff Zuanich
| University of San Diego | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Signature Estate & Investment Advisors LLC
Signature Estate & Investment Advisors LLC Investment ManagersFinance Signature Estate & Investment Advisors LLC (SEIA) is a SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded by Brian D. Holmes in 1997. They are wholly owned by Signature Financial Service Group LLC, which is owned primarily by a consortium of employees and investors through Reverence Capital Partners Opportunities Fund V LP. SEIA provides investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations and other businesses. | Finance |
Crowell Weedon & Co.
Crowell Weedon & Co. Investment Banks/BrokersFinance Founded in 1932, Crowell Weedon & Co. is full service stock brokerage and money management firm headquartered in Los Angeles, California. The firm is a subsidiary of D. A. Davidson & Co. and their ultimate parents is the Davidson Cos. | Finance |
