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JZ

John J. Zata

SAINT CHARLES, MO
CRD#: 4901850
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JZ
John Jacinto Zata

Professional summary

John Jacinto Zata was a registered financial advisor .

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. John had worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

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.

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

Current

June 26, 2026 - Present

SAINT CHARLES, MO
Past

May 22, 2024 - June 24, 2024

CORRECT CAPITAL WEALTH MANAGEMENT, LLC

RIA
CRD#: 298774
CLAYTON, MO
Past

October 16, 2007 - March 23, 2024

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO
Past

May 9, 2005 - March 2, 2006

PFS INVESTMENTS INC.

BD
CRD#: 10111
DULUTH, GA

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
Missouri
(6/26/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/21/2024
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 5/28/2005
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 7
Date: 7/3/2007
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 5/7/2005
Investment Company Products/Variable Contracts Representative Examination

Current firm

No current employment

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

No current employment

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