Jonathan A. Collins

ZEUS FINANCIAL

BOCA RATON, FL 33431

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CRD#: 2436469

Professional summary

Jonathan A Collins, CPWA®, who also goes by Jack Collins, Jonathan Andrew Collins, is a registered financial professional currently at ZEUS FINANCIAL, LLC located in Boca Raton, Florida.

Jonathan is registered as a RR (Registered Representative) and started their career in finance in 1994. Jonathan has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 55 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Jack Collins | Jonathan Andrew Collins

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.

*490392 - Collins Capital Investors Trust, LLC; Investment related No; miami beach, Florida; Investment/Finance/Banking; Officer, Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 10/2012; During business hours: 2; After business hours: 3; Investment Decisions/Advice *493586 - Trust; Investment related Yes; Miami Beach, Florida; 07/2017; During business hours: 5; After business hours: 0 Name: CCIT II Investment related: Y Miami Beach, FL LLC Position: Trustee Start: 4/11/2019 hours: 1 hour(s) Monthly Duties: CCIT II is a family trust Collins Capital Inv. Trust II LP Investment related: Y Address: Miami Beach, FL Nature: Limited Partnership Position: Limited Partner Start: 1/16/2013 hours: 10 hour(s) Annually hours during trading: 10 Duties: Collins Family Trust. George J Collins is the General Partner and I am a limited partner 33%. 2 annual meetings to discuss investments. Account is held and managed at Merrill Lynch MLPA. *490128 : Trust; Investment related : Yes; Miami beach; Florida; Trust; Trustee/Co-Trustee; 11/2012; During business hours: 4; After business hours: 0; Investment Decisions/Advice

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jonathan A Collins'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®

CPWA^®

Certified Private Wealth Advisor

Experience

Current

September 17, 2024 - Present

ZEUS FINANCIAL, LLC

Office #1: 4800 T-rex Avenue Suite 100, Boca Raton, FL 33431

CRD#: 18192

BOCA RATON, FL

Past

February 18, 2022 - September 24, 2024

MORGAN STANLEY

RIA

CRD#: 149777

Hunt Valley, MD

Past

February 18, 2022 - September 24, 2024

MORGAN STANLEY

CRD#: 149777

Hunt Valley, MD

Past

July 17, 2013 - February 22, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

COLUMBIA, MD

Past

May 1, 2013 - February 22, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

COLUMBIA, MD

Past

January 24, 2003 - February 20, 2007

FHN FINANCIAL SECURITIES CORP.

CRD#: 46346

MEMPHIS, TN

Past

September 8, 1999 - December 11, 2002

COUNTRYWIDE SECURITIES CORPORATION

CRD#: 10598

CALABASAS, CA

Past

June 7, 1999 - July 16, 1999

DEUTSCHE BANK SECURITIES INC.

CRD#: 2525

NEW YORK, NY

Past

July 24, 1998 - June 7, 1999

DB ALEX. BROWN LLC

CRD#: 17790

BALTIMORE, MD

Past

October 25, 1994 - March 20, 1998

LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

BALTIMORE, MD

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(9/26/2024)

Connecticut
(9/17/2024)

Florida
(9/17/2024)

Maryland
(9/17/2024)

Exams

State Security Law Exam

IAR

Series 66

Date: 7/13/2013

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/10/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/30/2013

General Securities Representative Examination

General Industry/Product Exam

Series 55

Date: 10/6/1998

Limited Representative-Equity Trader Exam

SRO Registrations

FINRA

Current Firm

ZEUS FINANCIAL, LLC

CRD#: 18192 / SEC#: , 8-36214

Broker-Dealer Firm Regulated by FINRA (Florida district office)

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Contact information

Main Address

4800 T-rex Avenue Suite 100, Boca Raton, FL 33431

Mailing Address

4800 T-rex Avenue Suite 100, Boca Raton, FL 33431

Phone number

(561) 708-0700

Established

Florida since 03/17/1986

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (30 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
BUTKEVITS, LETICIA VERA	MEMBER	6717105
ORCHID BAY FINANCIAL HOLDINGS, LLC	MEMBER
ACHILLE, RALPH	CCO	5875142
BUTKEVITS, VINCENT WILLIAM III	CEO	1818987
KUMAR, PARDEEP	MANAGING DIRECTOR	5214503
PISCATELLI, DAVID ANTHONY	COO	4027320
SHUMBERG, IVANA MARCELLA	FINOP/PFO	3167225
TROUSDALE, LAUREN NICOLE	FINOP/POO	5622407

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jonathan A. Collins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jonathan A Collins's CRS (Customer Relationship Summary).

Certified licenses

Experience

MORGAN STANLEY

MORGAN STANLEY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FHN FINANCIAL SECURITIES CORP.

COUNTRYWIDE SECURITIES CORPORATION

DEUTSCHE BANK SECURITIES INC.

DB ALEX. BROWN LLC

LEGG MASON WOOD WALKER, INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 7/13/2013

Series 63

Date: 8/10/1995

SIE

Date: 10/1/2018

Series 7

Date: 4/30/2013

Series 55

Date: 10/6/1998

FINRA

Current Firm

ZEUS FINANCIAL, LLC

Contact information

FINRA licenses (30 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

ZEUS FINANCIAL, LLC

TRUST BUT VERIFY

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