JZ
Jonas M. Zamora
DYNAMIC
PHOENIX, AZ 85012
Some features on this profile are disabled
CRD#: 2180535
JZ
Professional summary
Jonas M Zamora, CFP®, who also goes by Jonas Martin Martin, Jonas Martin Zamora, is a registered financial advisor currently at DYNAMIC located in Phoenix, Arizona.
Jonas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Jonas has worked at 11 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 31, Series 10, Series 9 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jonas Martin Martin | Jonas Martin Zamora
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jonas M Zamora's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
January 2, 2025 - Present
DYNAMIC
Office #1: 5134 N Central Ave, Phoenix, AZ 85012RIA
CRD#: 151367
PHOENIX, AZ
Past
December 14, 2022 - October 11, 2024
MORGAN STANLEY
RIA
CRD#: 149777
GILBERT, AZ
Past
December 14, 2022 - October 11, 2024
MORGAN STANLEY
BD
CRD#: 149777
GILBERT, AZ
Past
November 1, 2011 - November 25, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
NORTHBROOK, IL
Past
October 4, 2011 - November 25, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NORTHBROOK, IL
Past
March 11, 2009 - December 17, 2010
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
CHANDLER, AZ
Past
February 21, 2009 - December 17, 2010
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
CHANDLER, AZ
Past
June 22, 2004 - February 9, 2009
ZACKS INVESTMENT MANAGEMENT, INC.
RIA
CRD#: 110897
CHICAGO, IL
Past
June 22, 2004 - April 6, 2005
LBMZ SECURITIES, INC.
BD
CRD#: 7874
CHICAGO, IL
Past
August 6, 2003 - May 28, 2004
CITICORP INVESTMENT SERVICES
RIA
CRD#: 23988
OAKBROOK, IL
Past
August 6, 2003 - May 28, 2004
CITICORP INVESTMENT SERVICES
BD
CRD#: 23988
LONG ISLAND CITY, NY
Past
November 26, 2002 - August 26, 2003
QUICK & REILLY, INC.
RIA
CRD#: 11217
CHICAGO, IL
Past
June 3, 2002 - August 26, 2003
QUICK & REILLY, INC.
BD
CRD#: 11217
NEW YORK, NY
Past
February 5, 1999 - June 3, 2002
MORGAN STANLEY DW INC.
RIA
CRD#: 7556
CHICAGO, IL
Past
October 12, 1998 - June 3, 2002
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
Past
September 8, 1992 - October 14, 1998
JOHN DAWSON & ASSOCIATES, INC.
BD
CRD#: 6347
CHICAGO, IL
Past
October 10, 1991 - September 2, 1992
CHATFIELD DEAN & CO., INC.
BD
CRD#: 14714
GREENWOOD VILLAGE, CO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DY
DYNAMIC
401K EXTRA LLC | WOLF PRIVATE WEALTH | WISDOM WEALTH MANAGEMENT | WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC | WERTH WEIL WEALTH MANAGEMENT INC. | WALKER MCMILLAN LLC | VICTORY INDEPENDENT PLANNING | SWISS AMERICAN WEALTH ADVISORS | SWENSON HUGHES WEALTH MANAGEMENT | SUNGARDEN INVESTMENT MANAGEMENT | STRATEGIC CAPITAL WEALTH MANAGEMENT LLC | STF WEALTH MANAGEMENT | STERLING SEQUOIA LLC | STEPHANIE BRUNO WEALTH ADVISOR | STAY TUNED CAPITAL | SEAGROVE WEALTH PARTNERS | SEA TO PEAK FINANCIAL ADVISORS | SAWAF FINANCIAL | RIDGEVALE FINANCIAL PLANNING | RENATUS PRIVATE WEALTH ADVISORS | REB PRIVATE WEALTH MANAGEMENT | RC WEALTH MANAGEMENT LLC | PROSPERITY WEALTH PLANNING | PRIORITAS FINANCIAL ADVISORS | PINNACLE PRIVATE ADVISORS | PALM CAPITAL MANAGEMENT | PALLADIAN WEALTH MANAGEMENT | OXFORD WEALTH ADVISORS | OXFORD FINANCIAL PLANNERS | ONE TREE WEALTH MANAGEMENT, LLC | MUTUAL TRUST ADVISORY GROUP | MONTAGE PRIVATE WEALTH | MIKE ACEVEDO FINANCIAL PLANNING | MAY HILL CAPITAL LLC | MATZEN FINANCIAL | LIFESTONE FAMILY OFFICE | LIFEMANAGED | LEGACY FINANCIAL ADVISORS, LLC | HARDESTY PARTNERS | HANEI PRIVATE WEALTH ADVISORS | GILLESPIE INVESTMENT STRATEGIES, LLC | GARRETSON PLANNING | FULLER WEALTH MANAGEMENT | FULL PICTURE FINANCIAL, LLC | FORTRESS ASSET MANAGEMENT | FAIR STREET ADVISORS | ELLIOTT ASSET MANAGEMENT | EDWARD STORER & ASSOCIATES | DYNAMIC WEALTH ADVISORS | DYNAMIC ADVISOR SOLUTIONS LLC | DYNAMIC | DJM WEALTH STRATEGIES | DESMOND LIGGETT WEALTH ADVISORS | DAVINCI CAPITAL PARTNERS | CROOKED TREE CAPITAL ADVISORS | CRESTVIEW CAPITAL MANAGEMENT | COVENTRY FINANCIAL GROUP | CLEARVISTA ADVISORS | CLARITY CAPITAL ADVISORS | CHICHESTER FINANCIAL GROUP LLC | CENTENNIAL WEALTH MANAGEMENT | CENTENNIAL INVESTMENT ADVISORS | CATALINA WEALTH PARTNERS, LLC | BRIDGE FINANCIAL STRATEGIES | BLACK WALNUT WEALTH MANAGEMENT | BALANCED FINANCIAL SERVICES | ARROW WEALTH MANAGEMENT | AFFINITY FINANCIAL
CRD#: 151367 / SEC#: 801-72203
RIA
Registered Investment Advisory firm - (3/4/2011 Approved)Arizona
Registered Investment Advisory firm - (4/14/2012 Terminated)Massachusetts
Registered Investment Advisory firm - (12/12/2011 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Arizona(1/2/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
DY
DYNAMIC
401K EXTRA LLC | WOLF PRIVATE WEALTH | WISDOM WEALTH MANAGEMENT | WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC | WERTH WEIL WEALTH MANAGEMENT INC. | WALKER MCMILLAN LLC | VICTORY INDEPENDENT PLANNING | SWISS AMERICAN WEALTH ADVISORS | SWENSON HUGHES WEALTH MANAGEMENT | SUNGARDEN INVESTMENT MANAGEMENT | STRATEGIC CAPITAL WEALTH MANAGEMENT LLC | STF WEALTH MANAGEMENT | STERLING SEQUOIA LLC | STEPHANIE BRUNO WEALTH ADVISOR | STAY TUNED CAPITAL | SEAGROVE WEALTH PARTNERS | SEA TO PEAK FINANCIAL ADVISORS | SAWAF FINANCIAL | RIDGEVALE FINANCIAL PLANNING | RENATUS PRIVATE WEALTH ADVISORS | REB PRIVATE WEALTH MANAGEMENT | RC WEALTH MANAGEMENT LLC | PROSPERITY WEALTH PLANNING | PRIORITAS FINANCIAL ADVISORS | PINNACLE PRIVATE ADVISORS | PALM CAPITAL MANAGEMENT | PALLADIAN WEALTH MANAGEMENT | OXFORD WEALTH ADVISORS | OXFORD FINANCIAL PLANNERS | ONE TREE WEALTH MANAGEMENT, LLC | MUTUAL TRUST ADVISORY GROUP | MONTAGE PRIVATE WEALTH | MIKE ACEVEDO FINANCIAL PLANNING | MAY HILL CAPITAL LLC | MATZEN FINANCIAL | LIFESTONE FAMILY OFFICE | LIFEMANAGED | LEGACY FINANCIAL ADVISORS, LLC | HARDESTY PARTNERS | HANEI PRIVATE WEALTH ADVISORS | GILLESPIE INVESTMENT STRATEGIES, LLC | GARRETSON PLANNING | FULLER WEALTH MANAGEMENT | FULL PICTURE FINANCIAL, LLC | FORTRESS ASSET MANAGEMENT | FAIR STREET ADVISORS | ELLIOTT ASSET MANAGEMENT | EDWARD STORER & ASSOCIATES | DYNAMIC WEALTH ADVISORS | DYNAMIC ADVISOR SOLUTIONS LLC | DYNAMIC | DJM WEALTH STRATEGIES | DESMOND LIGGETT WEALTH ADVISORS | DAVINCI CAPITAL PARTNERS | CROOKED TREE CAPITAL ADVISORS | CRESTVIEW CAPITAL MANAGEMENT | COVENTRY FINANCIAL GROUP | CLEARVISTA ADVISORS | CLARITY CAPITAL ADVISORS | CHICHESTER FINANCIAL GROUP LLC | CENTENNIAL WEALTH MANAGEMENT | CENTENNIAL INVESTMENT ADVISORS | CATALINA WEALTH PARTNERS, LLC | BRIDGE FINANCIAL STRATEGIES | BLACK WALNUT WEALTH MANAGEMENT | BALANCED FINANCIAL SERVICES | ARROW WEALTH MANAGEMENT | AFFINITY FINANCIAL
CRD#: 151367 / SEC#: 801-72203
RIA
Registered Investment Advisory firm - (3/4/2011 Approved)Arizona
Registered Investment Advisory firm - (4/14/2012 Terminated)Massachusetts
Registered Investment Advisory firm - (12/12/2011 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
2415 East Camelback Road Suite 700, Phoenix, AZ 85016
Mailing Address
Phone number
(877) 257-3840
Established
Firm type
Fiscal year end
# of Employees
130
SEC notice filing (43 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 15,497 |
| AUM (Assets Under Management) | $ 5,341,333,686 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
