Unclaimed Profile

Jeffrey Dell Zesiger

PHYSICIAN WEALTH ADVISORS, INC.·SALT LAKE CITY, Utah

Series 6, Series 7, Series 63, Series 66Clean record20 years registeredPHYSICIAN WEALTH ADVISORS, INC.

6820 SOUTH 900 EAST, SALT LAKE CITY, UT 84047CRD# 2649450Firm CRD# 106043

Profile Verification

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

Identity

Jeffrey Dell Zesiger · SALT LAKE CITY, UT

Registration

CRD #2649450 · PHYSICIAN WEALTH ADVISORS, INC. · 20 years registered

Brand Profile

Not yet started

Career History

PHYSICIAN WEALTH ADVISORS, INC.

May 2009 – present

CHARLES SCHWAB & CO., INC.

Aug 2006 – Apr 2009

SALT LAKE CITY, UT

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · August 15, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PHYSICIAN WEALTH ADVISORS, INC.

CRD 106043 · SEC 801-63664

AUM

$1.5B

Regulatory assets under management

Employees

6,048 client accounts

Services offered by PHYSICIAN WEALTH ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PHYSICIAN WEALTH ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Jeffrey Dell Zesiger offer?

Jeffrey Dell Zesiger specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SALT LAKE CITY, Utah for a consultation.

What are Jeffrey Dell Zesiger's credentials?

Jeffrey Dell Zesiger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Dell Zesiger located?

Jeffrey Dell Zesiger is based in SALT LAKE CITY, Utah, working with PHYSICIAN WEALTH ADVISORS, INC.. Their office serves clients in the SALT LAKE CITY metropolitan area and surrounding communities.

How does Jeffrey Dell Zesiger charge for services?

Jeffrey Dell Zesiger'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 PHYSICIAN WEALTH ADVISORS, INC.?

PHYSICIAN WEALTH ADVISORS, INC. has approximately 15 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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