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Jacob William Reistroffer

Zions Direct, Inc.

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About Jacob William Reistroffer

Jacob Reistroffer is a registered representative associated with Zions Direct, Inc., located in Houston, TX. Jacob has a series 79TO, SIE, and Series 63 license and is licensed in Texas. Jacob has been in the industry since August 2022 and is associated with Zions Direct, Inc., since February 2022.

Firm Information

Jacob Reistroffer is currently registered with Zions Direct, Inc.. Zions Direct, Inc. is a Corporation that was formed on February 7, 1986. It is registered in all 50 states, the District of Columbia, and Puerto Rico. The firm has been involved in 4 Regulatory Events and 3 Arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

45

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Jacob Reistroffer’s Registration & Firm History

TX

08/06/2022 - Present

Zions Direct, Inc. (Houston TX)

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Licenses & Designations

BC

Issued 11/04/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/05/2022

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 01/06/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob William Reistroffer.
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