Ziad Jabri
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.
Ziad Jabri, who also goes by Zach Jabri, was a registered financial professional .
Ziad is a previously registered financial professional and started their career in finance in 1999. Ziad had worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 9, Series 10 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 14, 2025 - August 26, 2025
FISHER INVESTMENTS
March 14, 2022 - February 9, 2024
CHARLES SCHWAB & CO., INC.
January 28, 2022 - February 9, 2024
CHARLES SCHWAB & CO., INC.
August 27, 2010 - October 14, 2022
TD AMERITRADE, INC.
August 27, 2010 - September 7, 2023
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
August 3, 2010 - December 20, 2023
TD AMERITRADE, INC.
December 14, 2006 - July 26, 2010
WELLS FARGO CLEARING SERVICES, LLC
August 15, 2001 - December 4, 2006
TD AMERITRADE, INC.
November 17, 1999 - August 17, 2001
UBS FINANCIAL SERVICES INC.
May 4, 1999 - October 13, 1999
EMERSON BENNETT & ASSOCIATES
March 1, 1999 - May 10, 1999
FIN-ATLANTIC SECURITIES, INC.
Primary Firm SEC Registration
FISHER INVESTMENTS
CRD#: 107342 / SEC#: 801-29362
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
FISHER INVESTMENTS
CRD#: 107342 / SEC#: 801-29362
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 360,116 |
| AUM (Assets Under Management) | $ 298,729,428,900 |
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.
