Unclaimed Profile

Jack P Zhang

WEALTHSTONE FAMILY OFFICE LLC·COLUMBUS, Ohio

Clean record8 years registeredWEALTHSTONE FAMILY OFFICE LLC

5000 HORIZONS DR, COLUMBUS, OH 43220CRD# 6844525Firm CRD# 110725

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jack P Zhang · COLUMBUS, OH

Registration

CRD #6844525 · WEALTHSTONE FAMILY OFFICE LLC · 8 years registered

Brand Profile

Not yet started

Career History

SEQUOIA FINANCIAL GROUP, L.L.C.

Jul 2021 – present

WEALTHSTONE ADVISORS

Sep 2018 – Dec 2021

COLUMBUS, OH

HALITE PARTNERS, LLC

Aug 2017 – Aug 2018

COLUMBUS, OH

Registrations & Exams

Registration record

First registered · August 29, 2017

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEALTHSTONE FAMILY OFFICE LLC

CRD 110725 · SEC 801-20781

AUM

$1.3B

Regulatory assets under management

Employees

1,037 client accounts

Services offered by WEALTHSTONE FAMILY OFFICE LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WEALTHSTONE FAMILY OFFICE LLC →

Introduction

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Frequently Asked Questions

What services does Jack P Zhang offer?

Jack P Zhang specializes in Financial Planning, Investment Management. Contact their office in COLUMBUS, Ohio for a consultation.

What are Jack P Zhang's credentials?

Jack P Zhang is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jack P Zhang located?

Jack P Zhang is based in COLUMBUS, Ohio, working with WEALTHSTONE FAMILY OFFICE LLC. Their office serves clients in the COLUMBUS metropolitan area and surrounding communities.

How does Jack P Zhang charge for services?

Jack P Zhang's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEALTHSTONE FAMILY OFFICE LLC?

WEALTHSTONE FAMILY OFFICE LLC has approximately 19 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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