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Zachary Morris

J.v.b. Financial Group, LLC

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About Zachary Morris

Zachary Morris is a financial advisor who is registered with the state of Florida. Zachary Morris is currently employed with J.v.b. Financial Group, LLC. Zachary Morris has been in the industry since 2011. Zachary Morris holds a Series 7 license, a Series 63 license, and a SIE license. Zachary Morris has held previous registrations with several other firms. Zachary Morris is registered with the state of California, Florida, and New York.

Firm Information

Zachary Morris is currently registered with J.v.b. Financial Group, LLC. J.v.b. Financial Group, LLC is a Limited Liability Company that was formed on December 5, 2008. The firm is registered in 53 states and with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

47

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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Zachary Morris’s Registration & Firm History

FL

04/01/2024 - Present

J.v.b. Financial Group, LLC (BOCA RATON FL)

FL

01/26/2023 - 04/02/2024

ZEUS FINANCIAL, LLC (BOCA RATON FL)

FL

03/03/2021 - 01/27/2023

NAVIAN CAPITAL SECURITIES LLC (Delray Beach FL)

FL

11/17/2017 - 03/01/2021

ZEUS FINANCIAL, LLC (Boca Raton FL)

FL

02/03/2016 - 08/25/2017

INCAPITAL LLC (BOCA RATON FL)

FL

01/31/2014 - 01/14/2016

J.V.B. FINANCIAL GROUP, LLC (BOCA RATON FL)

FL

09/23/2010 - 01/31/2014

JVB FINANCIAL GROUP, LLC (BOCA RATON FL)

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Licenses & Designations

BC

Issued 12/16/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/22/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Zachary Morris.
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