Jack
Mazzera
Empirical Wealth Management
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About this Advisor
Jack Mazzera is a financial advisor who works out of San Francisco, California with a total of 1 year of relevant experience. Mazzera is an advisor for Empirical Wealth Management. Over the course of their career, Mazzera has held roles at First Republic Investment Management, Inc, Morgan Stanley, Chosen Payments O.C, San Francisco State University, Santa Monica City College, Cesar LLC, First Republic Securities Company, LLC, Empirical Wealth Management and Private Ocean LLC. Mazzera holds a Series 65 license, certifying them as an investment advisor representative, and can serve investors in California. Empirical Wealth Management is a firm based in Seattle, WA. The company has offices in 11 locations and a total of 65 financial advisors. It manages $4 billion in total assets between its 6,280 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. Of its 6,280 client accounts, 62% are held by high-net-worth individuals who have greater than $1 million in investable assets. The business offers a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors usually depend on the services. However, fees billed by Empirical Wealth Management may include any combination of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Empirical Wealth Management Brokerage Details
$4,178,934,091
65
6,280
$665,435
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Jack Mazzera Work History
Jack has been registered as a financial advisor for 1 years.*
Empirical Wealth Management
Private Ocean LLC
First Republic Investment Management, Inc
Morgan Stanley
First Republic Securities Company, LLC
San Francisco State University
Chosen Payments O.C
Santa Monica City College
Cesar 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 Jack Mazzera 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 Empirical Wealth Management
Seattle, WA
Seattle, WA
Seattle, WA
Irvine, CA
Seattle, WA
Portland, OR
Seattle, WA
Seattle, WA
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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