Unclaimed Profile

Joseph Evans Dennison

ZEVENBERGEN CAPITAL INVESTMENTS LLC·EDMONDS, Washington

Series 65Clean record14 years registeredZEVENBERGEN CAPITAL INVESTMENTS LLC

326 ADMIRAL WAY, EDMONDS, WA 98020-7261CRD# 5987975Firm CRD# 128990

Profile Verification

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

Identity

Joseph Evans Dennison · EDMONDS, WA

Registration

CRD #5987975 · ZEVENBERGEN CAPITAL INVESTMENTS LLC · 14 years registered

Brand Profile

Not yet started

Career History

ZEVENBERGEN CAPITAL INVESTMENTS LLC

Nov 2011 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 16, 2011

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ZEVENBERGEN CAPITAL INVESTMENTS LLC

CRD 128990 · SEC 801-62477

AUM

$4.4B

Regulatory assets under management

Employees

327 client accounts

Services offered by ZEVENBERGEN CAPITAL INVESTMENTS LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at ZEVENBERGEN CAPITAL INVESTMENTS LLC →

Introduction

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Frequently Asked Questions

What services does Joseph Evans Dennison offer?

Joseph Evans Dennison specializes in Investment Management, Wealth Management. Contact their office in EDMONDS, Washington for a consultation.

What are Joseph Evans Dennison's credentials?

Joseph Evans Dennison is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph Evans Dennison located?

Joseph Evans Dennison is based in EDMONDS, Washington, working with ZEVENBERGEN CAPITAL INVESTMENTS LLC. Their office serves clients in the EDMONDS metropolitan area and surrounding communities.

How does Joseph Evans Dennison charge for services?

Joseph Evans Dennison's firm is compensated through percentage of aum, other: model-only portfolio. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ZEVENBERGEN CAPITAL INVESTMENTS LLC?

ZEVENBERGEN CAPITAL INVESTMENTS LLC has approximately 24 employees and manages $4.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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