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JZ

Jeffrey J. Zappone

CHAIR SIX FINANCIAL PLANNING, P
Spokane, WA 99201
Some features on this profile are disabled
CRD#: 6582271
JZ

Professional summary

Jeffrey James Zappone, who also goes by Jeff Zappone, Jeffrey J. Zappone, is a registered financial advisor currently at CHAIR SIX FINANCIAL PLANNING, PLLC located in Spokane, Washington.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jeffrey has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jeff Zappone | Jeffrey J. Zappone

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 Jeffrey James Zappone'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®
None

Experience

Current

January 4, 2016 - Present

CHAIR SIX FINANCIAL PLANNING, PLLC

Office #1: 905 W. Riverside Suite 201, Spokane, WA 99201
RIA
CRD#: 282052
Spokane, WA

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
Washington
(1/4/2016)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/7/2018
Uniform Investment Adviser Law Examination

Current Firm

CS
CHAIR SIX FINANCIAL PLANNING, PLLC
CHAIR SIX FINANCIAL PLANNING, PLLC

CRD#: 282052 / SEC#:

Washington
Registered Investment Advisory firm - (1/4/2016 Approved)
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Contact information

Main Address
905 W. Riverside Suite 201, Spokane, WA 99201
Mailing Address
Phone number
(509) 381-6026
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts32
AUM (Assets Under Management)$ 4,878,800

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

CHAIR SIX FINANCIAL PLANNING, PLLC

CRD#: 282052Spokane, WA 99201

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