Oppenheimer & Co. Inc
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About this Advisor
Jack Zahl is a certified financial planner working in New York, New York, with 24 years in the industry. Zahl is an employee of Oppenheimer & Co. Inc. Their career trajectory has included roles at Morgan Stanley Smith Barney, Citigroup Global Markets Inc, Wells Fargo Advisors LLC and Oppenheimer. Zahl maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in New Jersey. Oppenheimer & Co. Inc is a registered investment company that has its headquarters in New York, New York. The company has offices in 77 locations and a total of 2,740 people on staff. It administers $11 billion in assets between its 21,879 accounts, placing it among the largest firms in the United States by assets under management. The firm advises 92 charities and foundations. Of its 21,879 customer accounts, just 2% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Oppenheimer & Co. Inc provides a broad assortment 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 and selection of other advisers. A financial advisor's fees vary depending on which services are provided. However, fees billed by Oppenheimer & Co. Inc most likely consist of asset-based, fixed, commission-based and performance-based fees.
Certifications and Registrations
Years of Experience
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Oppenheimer & Co. Inc Brokerage Details
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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
Jack Zahl Work History
Jack has 24 years of experience.
Morgan Stanley Smith Barney
Wells Fargo Advisors LLC
Citigroup Global Markets Inc
Jack Zahl has disclosures.
Please visit their SEC profile for more details.