Jacob
Zuniga
Wealthcare Advisory Partners LLC
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About this Advisor
Jacob Zuniga is a financial advisor based in Alpharetta, Georgia, working with Wealthcare Advisory Partners LLC. Jacob has previously held positions at Northwestern Mutual Life Insurance Company, Hawkins Parnell Thackston Young LLP, Northwestern Mutual Investment Services LLC, LPL Financial, LLC, Wealthcare Advisory Partners, LLC, and Zuniga Law Group LLC. Jacob has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia. Currently, Jacob is part of Wealthcare Advisory Partners LLC, which operates out of Alpharetta, Georgia. The firm has 69 offices and 210 employees. The firm manages assets totaling $4.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Wealthcare Advisory Partners LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wealthcare Advisory Partners LLC Brokerage Details
$4,541,661,225
210
17,793
$255,250
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
Jacob Zuniga Work History
Wealthcare Advisory Partners, LLC
Lpl Financial, LLC
Zuniga Law Group LLC
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Hawkins Parnell Thackston Young Llp
Disclosures
Please visit the SEC profile of Jacob Zuniga to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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