Zachary Jaret
Investment adviser representative at Florida Financial Advisors, LLC
13 yearsExperience
2 statesRegistered in
$456.1MFirm assets
3 yearsFirm in business
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Trinity Wealth Securities L.L.CFeb 2019 to now
- Florida Financial Advisors, LLCMay 2018 to now
- Ifs Securities Inc.Apr 2018 to Feb 2019
- Purshe Kaplan Sterling InvestmentsJun 2017 to Apr 2018
- Mickool, Inc.May 2017 to May 2018
- University of FloridaMay 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Florida Financial Advisors, LLC
$456.1MAssets managed
3,005Clients
842Advisers
3 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
- 6821679
- Firm CRD
- 288811