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JZ

Joshua J. Zajicek

ABBEY STREET
EDEN PRAIRIE, MN 55344
Some features on this profile are disabled
CRD#: 6034681
JZ

Professional summary

Joshua Joseph Zajicek is a registered financial advisor currently at ABBEY STREET located in Eden Prairie, Minnesota.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Joshua has worked at 2 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Joseph Zajicek's CRS (Customer Relationship Summary).
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®
None

Experience

Current

May 5, 2025 - Present

ABBEY STREET

Office #1: 11095 Viking Drive Suite 410, Eden Prairie, MN 55344
RIA
CRD#: 305107
EDEN PRAIRIE, MN
Past

July 17, 2013 - April 24, 2015

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Minneapolis, MN
Past

April 4, 2012 - June 7, 2013

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

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".
AS
ABBEY STREET
ABBEY STREET | ABBEY STREET, LLC

CRD#: 305107 / SEC#: 801-117454

RIA
Registered Investment Advisory firm - (10/4/2019 Approved)

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
Minnesota
(5/5/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 4/7/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 4/24/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/3/2012
General Securities Representative Examination

Current Firm

AS
ABBEY STREET
ABBEY STREET | ABBEY STREET, LLC

CRD#: 305107 / SEC#: 801-117454

RIA
Registered Investment Advisory firm - (10/4/2019 Approved)
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Contact information

Main Address
11095 Viking Drive Suite 410, Eden Prairie, MN 55344
Mailing Address
Phone number
(952) 224-7272
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (5 States and Territories)

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Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ABBEY STREET ADV 2A BROCHURE (3/19/2025)

Regulatory assets under management

Total Number of Accounts748
AUM (Assets Under Management)$ 315,133,609

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

ABBEY STREET

CRD#: 305107Eden Prairie, MN 55344

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