Jeffrey John Zures
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Tax Planning
- Investment Management
- Financial Planning
- Retirement Planning
- Education Funding
- Estate & Legacy Planning
Specializations
Biography
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css); @import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css); 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...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
24 years in the financial services industry
Current & Past Employments
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Current Firm
SANCHEZ & ZURES, LLC
Contact Information
Main Address
1750 Tysons Boulevard Suite 1500, Mclean, VA 22102Mailing Address
4578 Conwell Drive, Annandale, VA 22003Phone Number
(703) 349-0330# of Employees
2SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
476AUM (Assets Under Management)
$241,940,448Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
SANCHEZ & ZURES, LLC
State Registrations and Notice Filings
(6/25/2008)
(12/15/2022)
(4/10/2006)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey John Zures's CRS (Customer Relationship Summary).
Services Offered by Jeffrey
- Tax Planning
- Investment Management
- Financial Planning
- Retirement Planning
- Education Funding
- Estate & Legacy Planning
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