Ronald P. Zunker

PAX FINANCIAL GROUP

San Antonio, TX 78232

Some features on this profile are disabled

CRD#: 7006977

Professional summary

Ronald Paul Zunker Jr., who also goes by Ronald Zunker, Ronald Paul Zunker, is a registered financial advisor currently at PAX FINANCIAL GROUP located in San Antonio, Texas.

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

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ronald Zunker | Ronald Paul Zunker

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.

MEMBER OF ROTARY CLUB OF FAIR OAKS RANCH SINCE 02/2019 2 HOURS PER WEEK NOT INVESTMENT REALTED GREATER BOERNE CHAMBER OF COMMERCE BOARD OF DIRECTORS SINCE 12/2021 2 HRS PER MONTH NOT INVESTMENT RELATED THE GREATER BOERNE CHAMBER OF COMMERCE ORGANIZATION ENGAGE IN GROWTH AND EDUCATION FOR COMMUNITY OF BUSINESSES EXECUTIVE COMMITTEE - TREASURER SINCE 01/2024 NOT INVESTMENT RELATED KENDALL COUNTY WOMEN'S SHELTER TREASUER SINCE 08/2025 NOT INVESTMENT RELATED INSURANCE LICENSED - LIFE AND HEALTH

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronald Paul Zunker Jr.'s CRS (Customer Relationship Summary).

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

June 8, 2022 - Present

PAX FINANCIAL GROUP

Office #1: 270 North Loop 1604 East Suite 200, San Antonio, TX 78232

RIA

CRD#: 284164

San Antonio, TX

Past

March 6, 2019 - June 2, 2022

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

SAN ANTONIO, TX

Past

December 4, 2018 - June 2, 2022

EQUITABLE ADVISORS, LLC

CRD#: 6627

SAN ANTONIO, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PAX FINANCIAL GROUP

PAX FINANCIAL GROUP | PAX FINANCIAL GROUP, LLC | PAX FINANCIAL GROUP INSURANCE SERVICES

CRD#: 284164 / SEC#: 801-107918

RIA

Registered Investment Advisory firm - (6/3/2016 Approved)

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

Texas
(6/8/2022)

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 66

Date: 2/28/2019

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 12/5/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/4/2018

General Securities Representative Examination

Current Firm

PAX FINANCIAL GROUP

PAX FINANCIAL GROUP | PAX FINANCIAL GROUP, LLC | PAX FINANCIAL GROUP INSURANCE SERVICES

CRD#: 284164 / SEC#: 801-107918

RIA

Registered Investment Advisory firm - (6/3/2016 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

270 North Loop 1604 East Suite 200, San Antonio, TX 78232

Mailing Address

Phone number

(210) 881-5700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP FEE PROGRAM BROCHURE (7/9/2025)

ADV 2A - FIRM DISCLOSURE BROCHURE (7/9/2025)

Regulatory assets under management

Total Number of Accounts	4,249
AUM (Assets Under Management)	$ 728,473,115

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.

Similar Advisors

Christopher Hall

LPL FINANCIAL LLC

IAR

San Antonio, TX

Robert Armendariz

EAGLE STRATEGIES LLC

IAR

SAN ANTONIO, TX

Joe-ben O'banion

TITLEIST ASSET MANAGEMENT, LLC

IAR

SAN ANTONIO, TX

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Ronald P. Zunker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronald Paul Zunker Jr.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

PAX FINANCIAL GROUP

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

PAX FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 2/28/2019

SIE

Date: 12/5/2018

Series 7

Date: 12/4/2018

Current Firm

PAX FINANCIAL GROUP

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PAX FINANCIAL GROUP

TRUST BUT VERIFY

Similar Advisors