Jeffery
Paiz
Zega Financial, LLC
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About this Advisor
Jeffery Paiz is a financial advisor based in Palm Beach Gardens, Florida, working with Zega Financial, LLC. Jeffery has previously held positions at Farrell's Extreme Bodyshaping, Securities America Inc, Securities America Advisors, Arbor Point Advisors, TD Ameritrade, Charles Schwab & Co., Inc, Zega Financial, LLC, and Charles Schwab And Co., Inc. Jeffery has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Nebraska. Currently, Jeffery is part of Zega Financial, LLC, which operates out of Palm Beach Gardens, Florida. The firm has 5 offices and 16 employees. The firm manages assets totaling $2.6 billion and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for institutional clients. The fee structure at Zega Financial, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Zega Financial, LLC Brokerage Details
$2,609,823,082
16
1,781
$1,465,370
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Jeffery Paiz Work History
Zega Financial, LLC
Charles Schwab & Co., Inc
Charles Schwab And Co., Inc
Td Ameritrade
Securities America Inc
Securities America Advisors
Arbor Point Advisors
Farrell'S Extreme Bodyshaping
Disclosures
Please visit the SEC profile of Jeffery Paiz 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 Zega Financial, LLC
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Scottsdale, AZ
Omaha, NE
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Dexter, IA
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