JZ
John T. Zugay
FAMILY FINANCIAL SERVICES
Cleveland, OH
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CRD#: 5576173
JZ
Professional summary
John Thomas Zugay, CFP®, who also goes by Jack Thomas Zugay, is a registered financial advisor currently at FAMILY FINANCIAL SERVICES, LLC located in Cleveland, Ohio.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. John has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jack Thomas Zugay
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 John Thomas Zugay'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®
Experience
Current
January 29, 2015 - Present
FAMILY FINANCIAL SERVICES, LLC
RIA
CRD#: 171532
Cleveland, OH
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
Ohio(1/29/2015)
Exams
Current Firm
FF
FAMILY FINANCIAL SERVICES, LLC
FAMILY FINANCIAL SERVICES, LLC | ZUGAY, JACK
CRD#: 171532 / SEC#:
Ohio
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Contact information
Main Address
Cleveland, OH
Mailing Address
Phone number
(440) 339-4559
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 93 |
| AUM (Assets Under Management) | $ 94,104,761 |
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.
