John Jacob Zezini

CFP

LPL Financial LLC

29 Years of Experience

1 DisclosureBroker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning

LPL Financial LLC

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

26657 advisors

Number of Clients

1,676,192 clients

Average Client Portfolio

$369K average

Assets Under Management

$618.9B

Fee Structure

Minimum Investment:$1K

Location

4944 Windplay Drive #115, El Dorado Hills, CA, 95746-6818

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History

Regulatory History (1)

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Customer Dispute

September 2002

Denied

View Full SEC Report How to Read Disclosures

Other Business Activities

John owns rental real estate properties and operates under several DBAs for his LPL business, including Granite Bay Wealth Management and Westlake Investment Advisors. He also provides investment advisory services through Golden State Wealth Management, LLC and Golden State Asset Management, LLC, spending nearly full-time on these activities.

Employment History

LPL Financial LLCBroker

November 2017 - Present · 8 yrs 3 mos

Previous Registrations

Genovese Burford & Brothers Wealth and Retirement Plan Mgmt, LLC

July 2015 - March 2019 · 3 yrs 8 mos

Royal Alliance Associates, INC.Broker

June 2015 - November 2017 · 2 yrs 5 mos

Edward Jones

November 2006 - June 2015 · 8 yrs 7 mos

Edward JonesBroker

February 2003 - June 2015 · 12 yrs 4 mos

H&r Block Financial Advisors, INC.Broker

January 2000 - February 2003 · 3 yrs 1 mo

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

February 1999 - February 2000 · 1 yr

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

October 1998 - October 1998 · 0 mos

Olde Discount CorporationBroker

October 1995 - October 1998 · 3 yrs

State Registrations10 states

CACODEIDMINVPATXVAWA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.