Julia A. Zakarias

GENFI LLC

Chicago, IL 60607

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CRD#: 5012680

Professional summary

Julia Ann Zakarias, CFP®, who also goes by Julia A Zakarias, Julie A Zakarias, is a registered financial advisor currently at GENFI LLC located in Chicago, Illinois.

Julia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Julia has worked at 7 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Julia A Zakarias | Julie A Zakarias

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.

MS. ZAKARIAS IS A CERTIFIED PUBLIC ACCOUNTANT AND PROVIDES TAX COMPLIANCE AND LIMITED ACCOUNTING FOR CERTAIN OF HER INVESTMENT CLIENTS THROUGH GENFI TAX LOCATED AT 1016 WEST JACKSON, CHICAGO IL 60647. SHE IS THE FOUNDER AND PRINCIPAL SINCE MARCH 2011. THIS TAX COMPLIANCE WORK IS NOT INVESTED RELATED. SHE SPENDS LESS THAN 10% PERCENT OF HER TIME ENGAGED IN TAX RELATED ACTIVITIES GENERALLY AND DURING TRADING HOURS. DUTIES INCLUDE MULTIPLE YEAR TAX PROJECTIONS, RETURNS PREPARATION AND ELECTRONIC FILING. THESE SERVICES MAY BE PART OF A COMPREHENSIVE FINANCIAL PLANNING ENGAGEMENT OR A SEPARATE TAX ENGAGEMENT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julia Ann Zakarias'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^®

Certified Financial Planner

Start date: 2010

Experience

Current

March 1, 2011 - Present

GENFI LLC

Office #1: 1016 West Jackson, Chicago, IL 60607

RIA

CRD#: 156464

Chicago, IL

Past

February 12, 2010 - January 21, 2011

KOVITZ INVESTMENT GROUP, LLC

RIA

CRD#: 127880

CHICAGO, IL

Past

February 12, 2010 - January 21, 2011

KOVITZ SECURITIES, LLC

CRD#: 129878

CHICAGO, IL

Past

August 27, 2009 - February 12, 2010

MGP WEALTH MANAGEMENT, LLC

RIA

CRD#: 150315

CHICAGO, IL

Past

September 25, 2007 - August 27, 2009

INTEROCEAN WEALTH MANAGEMENT LLC

RIA

CRD#: 140456

CHICAGO, IL

Past

September 25, 2007 - April 28, 2009

INTEROCEAN SECURITIES LLC

CRD#: 141077

CHICAGO, IL

Past

October 6, 2005 - October 12, 2007

CREDIT SUISSE SECURITIES (USA) LLC

CRD#: 816

CHICAGO, IL

Past

August 11, 2005 - October 12, 2007

CREDIT SUISSE SECURITIES (USA) LLC

RIA

CRD#: 816

CHICAGO, IL

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

Illinois
(3/1/2011)

IAR

Michigan
(5/17/2023)

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

State Security Law Exam

IAR

Series 65

Date: 6/1/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/20/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/5/2005

General Securities Representative Examination

Current Firm

GENFI LLC

GENERATIONS FAMILY & FIDUCIARY SERVICES | GENFI LLC | GENERATIONS FAMILY & FIDUCIARY SERVICES LLC

CRD#: 156464 / SEC#:

Illinois

Registered Investment Advisory firm - (3/1/2011 Approved)

Michigan

Registered Investment Advisory firm - (5/8/2023 Approved)

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Contact information

Main Address

1016 West Jackson, Chicago, IL 60607

Mailing Address

Phone number

(872) 213-1113

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	305
AUM (Assets Under Management)	$ 44,787,130

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.

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Julia A. Zakarias

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julia Ann Zakarias's CRS (Customer Relationship Summary).

Certified licenses

Experience

GENFI LLC

KOVITZ INVESTMENT GROUP, LLC

KOVITZ SECURITIES, LLC

MGP WEALTH MANAGEMENT, LLC

INTEROCEAN WEALTH MANAGEMENT LLC

INTEROCEAN SECURITIES LLC

CREDIT SUISSE SECURITIES (USA) LLC

CREDIT SUISSE SECURITIES (USA) LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/1/2005

Series 63

Date: 12/20/2004

Series 7

Date: 10/5/2005

Current Firm

GENFI LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GENFI LLC

TRUST BUT VERIFY

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