JZ
Jeffrey J. Zappone
CHAIR SIX FINANCIAL PLANNING, PLLC
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.
(1) Chair Six Financial Planning, PLLC/Not investment-related/Spokane, WA/Member-Manager/Accounting & Tax services/Start Date: July 1, 2015/Involves 50% to 75% of time each month during business hours.
(2) Zappone Asset Partners, LLC/Investment-related/Spokane, WA/Minority Member & Co-Manager in Manager-Managed Family LLC/Start Date: December 31, 2013/Involves one hour of time each month; sometimes during business hours.
(3) Trustee to an Irrevocable Trust for the benefit of Jeff Zappone and certain immediate family members/Not investment-related/Spokane, WA/Start date: February 13, 2015/Involves less than 5 hours per year; typically after business hours.
(4) Insurance agent/Insurance related/Spokane, WA/Licensed insurance agent/Licensing for client education and advice only. No commissions earned./Start Date: November 16, 2015/Involves 10% or less time each month during business hours.
(5) Landlord, Residential Rental/Not investment-related/Spokane, WA/Owner of single-family residence that is leased to tenant/Start Date: September 1, 2019/Involves 5-10 hours per year; typically after business hours.//
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®
NoneExperience
Current
January 4, 2016 - Present
CHAIR SIX FINANCIAL PLANNING, PLLC
Office #1: 905 W. Riverside Suite 201, Spokane, WA 99201RIA
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)
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)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
Regulatory assets under management
| Total Number of Accounts | 22 |
| AUM (Assets Under Management) | $ 3,173,600 |
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 99201TRUST BUT VERIFY
Monitor Jeffrey Zappone
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
