Jon
Zach
Lasalle St. Investment Advisors, L.L.C
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About this Advisor
Jon Zach is a certified financial planner working in Bronx, New York with a total of 2 years of relevant experience. Zach works at Lasalle St. Investment Advisors, L.L.C. Throughout their career, Zach has worked at Ansell Buffington, Lpl Financial LLC, Zach & Cywnski LLC and Lasalle St Securities LLC. Zach has a Series 63 license, certifying them as a securities agent, and is registered to advise clients in New York. Lasalle St. Investment Advisors, L.L.C is a business headquartered in Elmhurst, IL. The firm has offices in 63 locations and a total of 131 financial advisors. It controls $3 billion in assets under management between its 8,533 customer accounts, placing it among the largest firms in the country by assets under management. The firm provides financial advisory services to two charities and foundations. Of its 8,533 accounts, just 4% are associated with high-net-worth individuals who have more than $1 million in investable assets. The company provides a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fee schedules usually vary depending on which services the firm provides the client. However, fees billed by Lasalle St. Investment Advisors, L.L.C may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lasalle St. Investment Advisors, L.L.C Brokerage Details
$2,728,117,681
131
8,533
$319,714
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Jon Zach Work History
Jon has been registered as a financial advisor for 2 years.*
Lasalle St Securities LLC
Zach & Cywnski LLC
Lpl Financial LLC
Ansell Buffington
*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 Jon Zach 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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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.
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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.
