Jon
Zoet

United Planners' Financial Services Of America A Limited Partner

CRD#1237714
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Jon Zoet is a financial advisor who works out of Scottsdale, Arizona with a total of 13 years of relevant experience. Zoet works at United Planners' Financial Services Of America A Limited Partner. Zoet has gained experience at United Planners' Financial Services, Zoet & Associates LLC, Zoet Financial and Jon Zoet. Zoet holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Arizona and Michigan. United Planners' Financial Services Of America A Limited Partner is a business headquartered in Scottsdale, AZ. It has offices in 209 locations and a total of 567 advisors. It has $6 billion in total assets between its 50,361 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides financial advice to 83 charitable organizations. Of its 50,361 accounts, just 10% belong to high-net-worth investors who have at least $1 million in assets. United Planners' Financial Services Of America A Limited Partner offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules typically are based on which services the firm provides the client. Fees billed by United Planners' Financial Services Of America A Limited Partner can consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

7333 E. Doubletree Ranch Road #120
Scottsdale, AZ 85258-2023

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United Planners' Financial Services Of America A Limited Partner Brokerage Details

Total Assets Under Management

$6,085,656,351

AZ Average: $1,555,372,352
Total Number of Employees

567

AZ Average: 37
Total Number of Accounts

50,361

AZ Average: 1,370
Average Account Size

$120,841

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Jon Zoet Work History

Jon has been registered as a financial advisor for 13 years.*

2013 - Present (11 years)

Zoet Financial

2010 - Present (14 years)

United Planners' Financial Services

1982 - Present (42 years)

Jon Zoet

2010 - 2019 (9 years)

Zoet & Associates LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jon Zoet to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at United Planners' Financial Services Of America A Limited Partner

Thomas Owings
Scottsdale, AZ
Brittney Deese
Scottsdale, AZ
Derek Strong
Minnetonka, MN
Brandon Rogers
Salisbury, NC
Daniel Sullivan
Matthews, NC
Mark Giraud
Cypress, CA
Heidi Ludeman
Ferndale, WA
Carlee Reed
Scottsdale, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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