Ethan L. Jones
Investment adviser representative at Zions Capital Advisors, Inc.
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$830.8MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Zions Capital Advisors, Inc.Sep 2026 to now
- Zions Bancorporation, N.A.Sep 2026 to now
- Zions Direct, Inc.Sep 2026 to now
- AddeparJan 2026 to Jul 2026
- Fidelity InvestmentsMar 2025 to Jan 2026
- Strategic Advisors LLCMar 2025 to Jan 2026
- Fidelity Personal and Workplace AdvisorsJul 2018 to Mar 2025
- Fidelity Brokerage Services LLCJun 2015 to Jan 2026
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (UT).
Zions Capital Advisors, Inc.
$830.8MAssets managed
45Clients
14Advisers
22 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
- 6504821
- Firm CRD
- 131308