AdvisorOS Directory
Claim Profile
Unclaimed Profile
JZ

Jeffrey Joseph Zunic

ZUNIC ADVISORY SERVICES LLC·EMIGSVILLE, Pennsylvania
Series 65Clean record22 years registeredZUNIC ADVISORY SERVICES LLC
3291 NORTH GEORGE STREET, EMIGSVILLE, PA 17318-0553CRD# 4770611Firm CRD# 130846

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Joseph Zunic · EMIGSVILLE, PA
Registration
CRD #4770611 · ZUNIC ADVISORY SERVICES LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: ZUNIC ADVISORY SERVICES LLC
ZUNIC ADVISORY SERVICES
Jul 2004 – Apr 2021
EMIGSVILLE, PA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · July 6, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ZUNIC ADVISORY SERVICES LLC
CRD 130846 · SEC 801-71576
AUM
$34M
Regulatory assets under management
Employees
1
271 client accounts
Services offered by ZUNIC ADVISORY SERVICES LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ZUNIC ADVISORY SERVICES LLC →
Introduction

Speak with Jeffrey

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jeffrey is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in EMIGSVILLE?

Browse all registered financial advisors in EMIGSVILLE, Pennsylvania or claim this profile if it's yours.

Browse EMIGSVILLE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Jeffrey Joseph Zunic offer?
Jeffrey Joseph Zunic specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.
What are Jeffrey Joseph Zunic's credentials?
Jeffrey Joseph Zunic is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Joseph Zunic located?
Jeffrey Joseph Zunic is based in EMIGSVILLE, Pennsylvania, last registered with ZUNIC ADVISORY SERVICES LLC.
How does Jeffrey Joseph Zunic charge for services?
Jeffrey Joseph Zunic's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ZUNIC ADVISORY SERVICES LLC?
ZUNIC ADVISORY SERVICES LLC has approximately 1 employees and manages $34M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
PITTSBURGH (289)PHILADELPHIA (208)WAYNE (87)RADNOR (71)BERWYN (68)MALVERN (58)WEST CONSHOHOCKEN (56)LANCASTER (55)CONSHOHOCKEN (50)WYOMISSING (48)
City Guides
PITTSBURGH GuidePHILADELPHIA GuideWAYNE GuideRADNOR GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Request removal of this profile