JZ
Jason E. Zwibel
GARDEN STATE INVESTMENT ADVISORY SERVICES
WELLINGTON, FL 33449
Some features on this profile are disabled
CRD#: 2460258
JZ
Professional summary
Jason Eric Zwibel, who also goes by Jay Bell Zwibel, is a registered financial advisor currently at GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC located in Wellington, Florida and GARDEN STATE SECURITIES, INC. located in Wellington, Florida.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Jason has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jay Bell Zwibel
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.
1)JEZ CAPITAL I, 2263 STOTESBURY WAY, WELLINGTON, FL 33414 PH. 561-253-0830, DBA FOR REGISTERED BROKER/DEALER BRANCH OFFICE. 2)JEZ CAPITAL II, PRES. 2263 STOTESBURY WAY, WELLINGTON, FL 33414 PH 561-253-0830, START 3 YRS AGO, DUTIES: RENTAL PROPERTY, NOT INVESTMENT-RELATED. 3)JEZ CAPITAL III, PRES., 2263 STOTESBURY WAY, WELLINGTON, FL 33414 PH 561-253-0830, START 3 YRS AGO, DUTIES: RENTAL PROPERTY, NOT INVESTMENT-RELATED. 4)JEZ CAPITAL IV, PRESIDENT, 2263 STOTESBURY WAY, WELLINGTON, FL 33414, PH 561-253-0830, TOTAL HRS MO. 200, DUTIES: PROPERTY, NOT INVESTMENT-RELATED. 5)JEZ CAPITAL V, PRES, 2263 STOTESBURY WAY, WELLINGTON, FL 33414 PH 561-253-0830, TOTAL HRS MO. 0, DUTIES: RENTAL PROPERTY, NOT INVESTMENT-RELATED. 6)JEZ CAPITAL VI, PRES, 2263 STOTESBURY WAY, WELLINGTON, FL 33414 PH 561-253-0830, TOTAL HRS MO. 0, DUTIES: RENTAL PROPERTY, NOT INVESTMENT-RELATED. 7)THE ZWIBEL FOUNDATION. STARTED: 11/5/2012 2263 STOTESBURY WAY, WELLINGTON, FL 33414 561-214-3779. CHARITY DUTIES: DISTRIBUTION OF FUNDS TO LOCAL FAMILIES THAT NEED FINANCIAL ASSISTANCE. 2 HOURS PER WEEK. NOT INVESTMENT RELATED. NO COMPENSATION RECEIVED. NOT INVESTMENT-RELATED. 8)TULSI LIQUORS, LLC, CONSULTANT. ROYAL PALM BEACH, FL. NOT INVESTMENT-RELATED, LESS THAN 2 HRS/WEEK
CRS (Client Relationship Summary) - RIA
Click below to view Jason Eric Zwibel'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®
NoneExperience
Current
June 16, 2010 - Present
GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC
Office #1: 3319 State Road 7 Suite 305, Wellington, FL 33449RIA
CRD#: 133088
WELLINGTON, FL
Current
January 22, 2010 - Present
GARDEN STATE SECURITIES, INC.
Office #1: 3319 State Road 7 Suite 305, Wellington, FL 33449BD
CRD#: 10083
Wellington, FL
Past
September 13, 2007 - February 2, 2010
GUNNALLEN FINANCIAL, INC
RIA
CRD#: 17609
WELLINGTON, FL
Past
June 22, 2007 - February 2, 2010
GUNNALLEN FINANCIAL, INC
BD
CRD#: 17609
WELLINGTON, FL
Past
November 9, 2001 - October 14, 2004
FIRST SECURITIES USA, INC.
BD
CRD#: 39986
IRVINE, CA
Past
August 24, 1999 - June 26, 2007
BROOKSTREET SECURITIES CORPORATION
BD
CRD#: 14667
WEST PALM BEACH, FL
Past
November 1, 1995 - September 9, 1999
JOSEPHTHAL & CO., INC.
BD
CRD#: 3227
NEW YORK, NY
Past
December 1, 1994 - November 10, 1995
A. R. BARON & CO., INC.
BD
CRD#: 29285
NEW YORK, NY
Past
March 28, 1994 - November 22, 1994
D. H. BLAIR & CO., INC.
BD
CRD#: 6833
NEW YORK, NY
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".
GS
GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC
CLU WEALTH ADVISORS LLC | TOTAL WEALTH ENHANCEMENT GROUP LLC | LA BOIS PARTNERS | GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC | GARDEN STATE INVESTMENT ADVISORY SERVICES LLC | COLTS NECK FINANCIAL
CRD#: 133088 / SEC#: 801-79500
RIA
Registered Investment Advisory firm - (4/23/2014 Approved)Idaho
Registered Investment Advisory firm - (4/25/2014 Terminated)New Jersey
Registered Investment Advisory firm - (5/1/2014 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.RR
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
RR
Alabama(6/23/2017)
RR
Arizona(4/9/2010)
RR
California(2/11/2010)
RR
Colorado(3/12/2010)
RR
Delaware(4/14/2011)
RR
Florida(1/25/2010)
IAR
Florida(6/20/2014)
RR
Georgia(4/15/2011)
RR
Illinois(8/16/2016)
RR
Kentucky(3/27/2024)
RR
Louisiana(4/20/2011)
RR
Massachusetts(1/28/2010)
RR
Missouri(1/22/2010)
RR
Nebraska(4/19/2011)
RR
Nevada(1/22/2010)
RR
New Jersey(1/22/2010)
IAR
New Jersey(6/16/2010)
RR
New Mexico(1/29/2010)
RR
New York(1/22/2010)
RR
North Carolina(1/26/2010)
RR
Ohio(9/3/2015)
RR
Oregon(4/21/2011)
RR
Pennsylvania(1/22/2010)
RR
South Carolina(6/7/2016)
RR
Texas(2/2/2010)
RR
Virginia(3/8/2017)
RR
Washington(4/20/2011)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
GS
GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC
CLU WEALTH ADVISORS LLC | TOTAL WEALTH ENHANCEMENT GROUP LLC | LA BOIS PARTNERS | GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC | GARDEN STATE INVESTMENT ADVISORY SERVICES LLC | COLTS NECK FINANCIAL
CRD#: 133088 / SEC#: 801-79500
RIA
Registered Investment Advisory firm - (4/23/2014 Approved)Idaho
Registered Investment Advisory firm - (4/25/2014 Terminated)New Jersey
Registered Investment Advisory firm - (5/1/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
328 Newman Springs Road, Red Bank, NJ 07701
Mailing Address
Phone number
(732) 280-6886
Established
Firm type
Fiscal year end
# of Employees
32
SEC notice filing (49 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,122 |
| AUM (Assets Under Management) | $ 561,548,738 |
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.
