Gabriel
Zamacona

Missionsquare Retirement

CRD#7168870
Investment Advisor
in Edgewood, WA

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About this Advisor

Gabriel Zamacona is a financial advisor based in Edgewood, Washington, working with Missionsquare Retirement. Gabriel has previously held positions at Jpmorgan Chase Bank, N.A, J.P. Morgan Securities, LLC, Macys, Coach, Sonoma County In-Home Supportive Services, Bank Of Marin, Keybank, Key Investment Services, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Missionsquare Investment Services, and Missionsquare Retirement. Gabriel has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Washington. Currently, Gabriel is part of Missionsquare Retirement, which operates out of Edgewood, Washington. The firm has 9 offices and 623 employees. The firm manages assets totaling $668.2 million and offers services including portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Missionsquare Retirement includes asset-based fees.

Certifications and Registrations

Series 66, Series 63

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

Edgewood, WA

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Missionsquare Retirement Brokerage Details

Total Assets Under Management

$668,171,497

WA Average: $4,886,152,200
Total Number of Employees

623

WA Average: 60
Total Number of Accounts

1

WA Average: 205
Average Account Size

$668,171,497

WA Average: $23,834,889

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Gabriel Zamacona Work History

2024 - Present (0 year)

Missionsquare Investment Services

2024 - Present (0 year)

Missionsquare Retirement

2023 - Present (1 year)

Bank Of America, N.A

2022 - Present (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2022 - 2022 (< 1 year)

Key Investment Services

2021 - 2022 (1 year)

Keybank

2020 - 2021 (1 year)

Bank Of Marin

2019 - 2020 (1 year)

Jpmorgan Chase Bank, N.A

2019 - 2020 (1 year)

J.P. Morgan Securities, LLC

2019 - 2019 (< 1 year)

Macys

2019 - 2020 (1 year)

Sonoma County In-Hoe Supportive Services

2018 - 2019 (1 year)

Macys

2018 - 2018 (< 1 year)

Coach

2014 - 2018 (4 years)

Macys

Disclosures

Please visit the SEC profile of Gabriel Zamacona 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 Missionsquare Retirement

Jarrod Harrison
Champions Gate, FL
Christian Lee
Santa Clara, CA
Carter Moss
Washington, DC
Sean Payton
Washington, DC
Kenneth Hartos
Franklin Lakes, NJ
Zachary Pitman
Washington, DC
Gabriel Zamacona
Edgewood, WA
Richert Hart
Glenview, IL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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