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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Zych is a financial advisor registered with Cerity Partners LLC and Cerity Partners Retirement Plan Advisors. Jeffrey's areas of expertise include portfolio management for individuals and businesses, financial planning, pension consulting and selection of other advisors. Jeffrey is located in Denver, Colorado and has over 10 years of experience in the financial services industry.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services; bill pay
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CO
04/02/2019 - Present
Cerity Partners LLC (DENVER CO)
GA
12/22/2022 - 12/31/2023
ARKADIOS CAPITAL (ATLANTA GA)
CO
04/23/2018 - 12/15/2022
BD4RIA, INC. (Denver CO)
TX
01/25/2016 - 04/23/2018
TRIAD ADVISORS LLC (FORT WORTH TX)
TX
01/17/2013 - 12/16/2015
TD AMERITRADE, INC. (FORT WORTH TX)
TX
11/22/2010 - 01/20/2011
TD AMERITRADE, INC. (FORT WORTH TX)
BOTH
Issued 02/08/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/29/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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