Jack
Zahl

Oppenheimer & Co. Inc

CRD#2533940
Investment Advisor
in New York, NY
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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

Series 63, Series 65, Certified Financial Planner

Years of Experience

24 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Performance-based Fees

Disclosures

Yes

Office Location

200 Park Avenue 25Th Floor
New York, NY 10166

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Oppenheimer & Co. Inc Brokerage Details

Total Assets Under Management

$11,190,648,770

NY Average: $7,464,549,021
Total Number of Employees

2,740

NY Average: 88
Total Number of Accounts

21,879

NY Average: 3,892
Average Account Size

$511,479

NY Average: $1,917,921

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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.

2015 - Present (4 years)

Oppenheimer

2009 - 2009 (0 years)

Morgan Stanley Smith Barney

2009 - 2015 (6 years)

Wells Fargo Advisors LLC

1994 - 2009 (15 years)

Citigroup Global Markets Inc

Disclosures

Jack Zahl has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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