Jonas M Zamora
Investment adviser representative at Dynamic
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- DynamicJan 2025 to now
- Dynamic Wealth Advisors Dsa Life ManagedNov 2024 to now
- Morgan StanleyDec 2022 to Sep 2024
- Bank of America, N.A.Oct 2011 to Nov 2022
- Merrill Lynch, Pierce, Fenner and Smith IncorporatedAug 2011 to Nov 2022
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1996
- Series 63 · Uniform Securities Agent State Law2009
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Dynamic
Legal name: Dynamic Advisor Solutions LLC
$5.6BAssets managed
5,634Clients
75Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2180535
- Firm CRD
- 151367