Zachary M Paquette
Investment adviser representative at Edward Jones
11 yearsExperience
2 statesRegistered in
$1TFirm assets
62 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
- Pension consulting
Experience
11 years in the industry.
- Edward JonesJun 2025 to now
- State Farm - Kurt Goeser, AgentJan 2023 to Apr 2025
- Aptive EnvironmentalOct 2022 to Aug 2023
- EatstreetFeb 2022 to Nov 2022
- City of ManhattanFeb 2022 to Aug 2022
- University of KansasAug 2021 to May 2025
- City of ManhattanJun 2021 to Sep 2021
- City of ManhattanJun 2019 to May 2020
- Manhattan High SchoolAug 2017 to May 2021
- Anthony Middle SchoolJun 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (KS, TX).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 8073644
- Firm CRD
- 250