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JZ

Jeremy W. Zoladz

Some features on this profile are disabled
CRD#: 2906275
JZ

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jeremy W Zoladz, who also goes by Jeremy Walter Zoladz, was a registered financial professional .

Jeremy is a previously registered financial professional and started their career in finance in 1998. Jeremy had worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jeremy Walter Zoladz

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.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

April 19, 2017 - April 16, 2026

DYNASTY WEALTH MANAGEMENT, LLC

RIA
CRD#: 153377
Chicago, IL
Past

October 31, 2016 - April 16, 2026

DYNASTY SECURITIES, LLC

BD
CRD#: 159076
Chicago, IL
Past

June 1, 2009 - November 5, 2015

MORGAN STANLEY

RIA
CRD#: 149777
MILWAUKEE, WI
Past

June 1, 2009 - November 5, 2015

MORGAN STANLEY

BD
CRD#: 149777
MILWAUKEE, WI
Past

October 17, 2001 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
CHICAGO, IL
Past

September 14, 2001 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
COLUMBUS, OH
Past

August 31, 1998 - September 10, 2001

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, 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".
DW
DYNASTY WEALTH MANAGEMENT, LLC
DYNASTY | DYNASTY WEALTH MANAGEMENT, LLC | DYNASTY PRIVATE WEALTH | DYNASTY FINANCIAL PARTNERS, LLC | DYNASTY FINANCIAL PARTNERS

CRD#: 153377 / SEC#: 801-71301

RIA
Registered Investment Advisory firm - (4/7/2010 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 9/18/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/4/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 9/23/1998
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 8/28/1998
General Securities Representative Examination

Current Firm

DW
DYNASTY WEALTH MANAGEMENT, LLC
DYNASTY | DYNASTY WEALTH MANAGEMENT, LLC | DYNASTY PRIVATE WEALTH | DYNASTY FINANCIAL PARTNERS, LLC | DYNASTY FINANCIAL PARTNERS

CRD#: 153377 / SEC#: 801-71301

RIA
Registered Investment Advisory firm - (4/7/2010 Approved)
PREMIUM
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Contact information

Main Address
200 Central Avenue 15th Floor, St. Petersburg, FL 33701
Mailing Address
Phone number
(727) 865-4809
Established
Firm type
Fiscal year end
# of Employees
170

SEC notice filing (23 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DYNASTY FORM ADV PART 2A (11/3/2025)

Regulatory assets under management

Total Number of Accounts20,147
AUM (Assets Under Management)$ 8,671,816,356

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.

Company Information

DYNASTY WEALTH MANAGEMENT, LLC

CRD#: 153377

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