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Jack Thomas Ombry

Investment adviser representative at Zhang Financial
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$8.4BFirm 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 fee

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

11 years in the industry.

  1. Zhang Financial LLCOct 2023 to now
  2. Google LLCJul 2019 to Oct 2023
  3. Center for Automotive ResearchMay 2016 to May 2019
  4. University of MichiganAug 2015 to May 2019

Designations

  • CFP® certification

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (MI).

Zhang Financial

Legal name: Zhang Financial LLC

$8.4BAssets managed
2,331Clients
20Advisers
14 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
8238429
Firm CRD
159257
Advisor's SEC record (opens in a new tab)
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