EZ
EZ

Edward Allen Zubow

33 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEducation PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$100K
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Location

1000 Wilshire Blvd, Ste 900, Los Angeles, CA, 90017

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Edward is a partner/band member in Shallow Water Music LLC, spending a few hours per week. He is also a licensed health and life insurance agent since 2004, dedicating a few hours per week, and owns EZ Money BBQ, LLC, spending a few hours per week.

Employment History
Current Registrations
Onward Advisors LLC
May 2025 - Present · 9 mos
Wedbush Securities INC.
August 2006 - Present · 19 yrs 6 mos
Wedbush Securities INC.
February 2004 - Present · 22 yrs
Wedbush Securities INC.Broker
February 2004 - Present · 22 yrs
Previous Registrations
Capstone InvestmentsBroker
August 2002 - February 2004 · 1 yr 6 mos
Arizona Capital Group, INC.Broker
August 1997 - August 2002 · 5 yrs
First Montauk Securities CORP.Broker
July 1995 - December 1997 · 2 yrs 5 mos
Fox & Company Investments INC.Broker
May 1992 - August 1995 · 3 yrs 3 mos
State Registrations17 states
AKAZCACOFLIAIDILLANDNVNYTXUTVAWAWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.