Jon
Zach
Lasalle St. Investment Advisors, L.L.C
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About this Advisor
Jon Zach is a financial advisor based in Bronx, New York, working with Lasalle St. Investment Advisors, L.L.C. Jon has previously held positions at Lpl Financial LLC, Lasalle St Securities LLC, and Zach & Cywnski LLC. Jon has passed the Series 63 regulatory exam and is registered to provide services in New York. Currently, Jon is part of Lasalle St. Investment Advisors, L.L.C, which operates out of Bronx, New York. The firm has 63 offices and 141 employees. The firm manages assets totaling $3.5 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, and pension consulting services. The fee structure at Lasalle St. Investment Advisors, L.L.C includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lasalle St. Investment Advisors, L.L.C Brokerage Details
$3,475,023,837
141
10,422
$333,432
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Jon Zach Work History
Lasalle St Securities LLC
Zach & Cywnski LLC
Lpl Financial LLC
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.
Financial Advisors at Lasalle St. Investment Advisors, L.L.C
Providence, RI
Elmhurst, IL
Odessa, TX
New Castle, PA
Escondido, CA
Elmhurst, IL
Elmhurst, IL
Tyler, TX
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