Zachary
Jaret
Florida Financial Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Zachary Jaret is a financial advisor operating out of Tampa, Florida with a total of 4 years of relevant experience. Jaret is an employee of Florida Financial Advisors, LLC. Throughout their career, Jaret has worked at Purshe Kaplan Sterling Investments, Mickool, Inc, University Of Florida, Cypress Bay High School, Florida Financial Advisors, Trinity Wealth Securities L.L.C and Ifs Securities Inc. Jaret has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Florida and Virginia. Florida Financial Advisors, LLC is a financial advisory firm headquartered in Tampa, FL. The company has offices in seven locations and a total of 170 employees. It has $95 million in total assets between its 3,750 accounts, placing it among the smaller investment advisory firms in the nation by assets under management. The firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management typically depend on which services the firm provides the client. However, fee types billed by Florida Financial Advisors, LLC most likely are comprised of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Florida Financial Advisors, LLC Brokerage Details
$94,820,946
170
3,750
$25,286
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Zachary Jaret Work History
Zachary has been registered as a financial advisor for 4 years.*
Florida Financial Advisors
Trinity Wealth Securities L.L.C
Trinity Wealth Securities L.L.C
Florida Financial Advisors
Ifs Securities Inc
Purshe Kaplan Sterling Investments
Mickool, Inc
University Of Florida
Cypress Bay High School
*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 Zachary Jaret 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 Florida Financial Advisors, LLC
Jacksonville, FL
Tampa, FL
Jacksonville, FL
Tampa, FL
Miami, FL
Tampa, FL
Charlotte, NC
Tampa, FL
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
