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CZ

Chris Joubin K. Zand

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CRD#: 4516046
CZ

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.

Chris Joubin Karimi Zand, CFP®, who also goes by Christopher K Zand, Christopher Zand, was a registered financial professional .

Chris Joubin is a previously registered financial professional and started their career in finance in 2007. Chris Joubin had worked at 4 firms and has passed the Series 63, Series 65 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Christopher K Zand | Christopher Zand

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®
CFP®

Experience


Past

June 14, 2013 - August 15, 2018

BROUWER & JANACHOWSKI, LLC

RIA
CRD#: 146178
MILL VALLEY, CA
Past

August 16, 2010 - June 6, 2013

SANFORD C. BERNSTEIN & CO., LLC

BD
CRD#: 104474
SAN FRANCISCO, CA
Past

June 1, 2010 - June 6, 2013

ALLIANCEBERNSTEIN L.P.

RIA
CRD#: 108477
SAN FRANCISCO, CA
Past

June 20, 2007 - December 31, 2009

NORTHSTAR STRATEGIES LLC

RIA
CRD#: 143687
SAN FRANCISCO, CA

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
RR
Series 63
Date: 8/20/2010
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


B&
BROUWER & JANACHOWSKI, LLC
BROUWER & JANACHOWSKI, LLC

CRD#: 146178 / SEC#: 801-69337

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Contact information


Main Address
100 Shoreline Highway Suite B-101, Mill Valley, CA 94941
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

ADV BROCHURE 3-30-2021 (3/31/2021)

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


BROUWER & JANACHOWSKI, LLC

CRD#: 146178

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