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JZ

Joshua J. Zins

PLANDEAVOR
Arlington, VA 22209
Some features on this profile are disabled
CRD#: 6997515
JZ

Professional summary

Joshua Julian Zins, who also goes by Josh Zins, is a registered financial advisor currently at PLANDEAVOR located in Arlington, Virginia.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Joshua has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Josh Zins

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 Julian Zins'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

May 15, 2024 - Present

PLANDEAVOR

Office #1: 1530 Wilson Blvd Ste 650, Arlington, VA 22209
RIA
CRD#: 331046
Arlington, VA
Past

September 6, 2018 - March 22, 2024

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
Princeton, NJ

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
Virginia
(5/15/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/16/2024
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/15/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/3/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 9/6/2018
Investment Company Products/Variable Contracts Representative Examination

Current Firm

PL
PLANDEAVOR
PLANDEAVOR | PLANDEAVOR LLC

CRD#: 331046 / SEC#:

Virginia
Registered Investment Advisory firm - (5/15/2024 Approved)
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Contact information

Main Address
1530 Wilson Blvd Ste 650, Arlington, VA 22209
Mailing Address
Phone number
(202) 599-2331
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts16
AUM (Assets Under Management)$ 1,812,000

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

PLANDEAVOR

CRD#: 331046Arlington, VA 22209

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