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James Paul Zurovchak

Cabrera Capital Markets, LLC

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About James Paul Zurovchak

James Zurovchak is a financial professional with over 16 years of experience in the industry. James currently holds the Series 7, 24, 63, and 66 licenses and is registered with the state of New York. James is currently employed by Cabrera Capital Markets, LLC. Previously, James was employed by Valley Financial Management, INC, BTIG, LLC, SOURCE CAPITAL GROUP, INC, NOMURA SECURITIES INTERNATIONAL, INC., KIDDER, PEABODY & CO. INCORPORATED and J.P. MORGAN SECURITIES INC.

Firm Information

James Zurovchak is currently registered with Cabrera Capital Markets, LLC. Cabrera Capital Markets, LLC is a Limited Liability Company formed in April 2007. The firm is registered with the SEC and has a presence in 30 states.

Not reported

Assets Under Management

Not reported

Total Clients

30

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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James Zurovchak’s Registration & Firm History

NY

10/04/2023 - Present

Cabrera Capital Markets, LLC (NEW YORK NY)

NY

12/07/2020 - 10/04/2023

VALLEY FINANCIAL MANAGEMENT, INC. (New York NY)

NY

02/17/2010 - 03/02/2011

BTIG, LLC (NEW YORK NY)

NY

09/29/2008 - 02/19/2010

SOURCE CAPITAL GROUP, INC. (NEW YORK NY)

NY

03/23/1994 - 04/11/2000

NOMURA SECURITIES INTERNATIONAL, INC. (NEW YORK NY)

NY

06/22/1992 - 04/05/1994

KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)

NY

08/29/1990 - 06/19/1992

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 06/08/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2008

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/17/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/29/1999

Series 24 - General Securities Principal Examination

BC

Issued 12/06/2020

Series 7TO - General Securities Representative Examination

BC

Issued 09/26/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Paul Zurovchak.
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