ZJ

Zahid A. Jafry

ONUS OBSERVER
San Francisco, CA
Some features on this profile are disabled
CRD#: 6883557
ZJ

Professional summary


Zahid Abbas Jafry, who also goes by Zahid Jafry, is a registered financial advisor currently at ONUS OBSERVER LLC located in San Francisco, California.

Zahid is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Zahid has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Zahid Jafry

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 Zahid Abbas Jafry'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

February 19, 2021 - Present

ONUS OBSERVER LLC

RIA
CRD#: 312663
San Francisco, CA
Past

March 5, 2018 - February 5, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
SAN FRANCISCO, CA
Past

January 25, 2018 - February 5, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
SAN FRANCISCO, CA

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
California
(2/19/2021)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 3/2/2018
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


OO
ONUS OBSERVER LLC
ONUS OBSERVER LLC

CRD#: 312663 / SEC#:

California
Registered Investment Advisory firm - (2/19/2021 Approved)
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Contact information


Main Address
San Francisco, CA
Mailing Address
Phone number
(415) 949-9934
Established
Firm type
Fiscal year end
# of Employees
1

Regulatory assets under management


Total Number of Accounts2
AUM (Assets Under Management)$ 33,560

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ONUS OBSERVER LLC

CRD#: 312663San Francisco, CA

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