Jeffrey J. Zures
SANCHEZ & ZURES
Mclean, VA 22102
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CRD#: 4610554
Professional summary
Jeffrey John Zures, CFP® is a registered financial advisor currently at SANCHEZ & ZURES, LLC located in Mclean, Virginia.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Jeffrey has worked at 2 firms and has passed the Series 65 exam.
Biography
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Before founding Sanchez & Zures, Jeffrey represented various financial institutions including Merrill Lynch and Alliance Capital. He contributed to the financial planning, portfolio management and tax departments at Sullivan, Bruyette, Speros and Blayney, Inc., a division of The Bank of Montreal. Jeffrey helped set the investment philosophy and discipline for assets valued over $1 billion dollars.
Jeffrey graduated Cum Laude from the University of Southern California’s Marshall School of Business. He continued his studies at the University of Virginia’s certificate in accounting program to become a CERTIFIED PUBLIC ACCOUNTANT. In addition, he graduated from Georgetown University’s certificate in financial planning program to earn his CERTIFIED FINANCIAL PLANNER® and Series 65 credentials.
Jeffrey is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA). He enjoys flying general aviation aircraft out of Manassas regional airport in Virginia. Jeffrey can be contacted at (703) 349-0330 extension 2 or Jeff.Zures@SZadvisors.com.
Question & Answer
What are your service offerings?
Tax Planning
Investment Planning
Comprehensive Financial Planni...
Retirement Planning
Do you have an area of expertise or specialization?
College/Education Planning
Estate & Generational Planning...
Investment Advice with Ongoing...
Middle Income Client Needs
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey John Zures'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®
CFP®
Start date: 2004
Experience
Current
April 10, 2006 - Present
SANCHEZ & ZURES, LLC
Office #1: 1750 Tysons Boulevard Suite 1500, Mclean, VA 22102RIA
CRD#: 139898
Mclean, VA
Past
November 19, 2002 - August 1, 2007
SBSB FINANCIAL ADVISORS
RIA
CRD#: 109732
MCLEAN, VA
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".
SANCHEZ & ZURES, LLC
SANCHEZ & ZURES, LLC
CRD#: 139898 / SEC#: 801-112872
RIA
Registered Investment Advisory firm - (4/19/2018 Approved)District of Columbia
Registered Investment Advisory firm - (7/2/2020 Terminated)Maryland
Registered Investment Advisory firm - (8/3/2020 Terminated)Virginia
Registered Investment Advisory firm - (7/11/2020 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.Highlighted states indicate IAR registrations
IAR
District of Columbia(6/25/2008)
IAR
Florida(12/15/2022)
IAR
Virginia(4/10/2006)
Current Firm
SANCHEZ & ZURES, LLC
SANCHEZ & ZURES, LLC
CRD#: 139898 / SEC#: 801-112872
RIA
Registered Investment Advisory firm - (4/19/2018 Approved)District of Columbia
Registered Investment Advisory firm - (7/2/2020 Terminated)Maryland
Registered Investment Advisory firm - (8/3/2020 Terminated)Virginia
Registered Investment Advisory firm - (7/11/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1750 Tysons Boulevard Suite 1500, Mclean, VA 22102
Mailing Address
4578 Conwell Drive, Annandale, VA 22003
Phone number
(703) 349-0330
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 503 |
| AUM (Assets Under Management) | $ 202,906,224 |
Red Flags
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