Joshua J. Zins

PLANDEAVOR

Arlington, VA 22209

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CRD#: 6997515

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

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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/16/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/15/2018

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 11/3/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 9/6/2018

Investment Company Products/Variable Contracts Representative Examination

Current Firm

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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	16
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.

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Joshua J. Zins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Julian Zins's CRS (Customer Relationship Summary).

Certified licenses

Experience

PLANDEAVOR

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/16/2024

Series 63

Date: 9/15/2018

Series 7TO

Date: 11/3/2021

SIE

Date: 10/1/2018

Series 6

Date: 9/6/2018

Current Firm

PLANDEAVOR

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PLANDEAVOR

TRUST BUT VERIFY

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