AeroLeads people directory · profile
Zachary Jones,Cfp® Email & Phone Number
Financial Advisor
at
Superior Planning | Family Office
1 work email found
@raymondjames.com
2 phones found area 727
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor
Location
San Diego County, California, United States
Who is Zachary Jones,Cfp®? Overview
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Quick answer
Zachary Jones,Cfp® is listed as Financial Advisor at Superior Planning | Family Office, based in San Diego County, California, United States. AeroLeads shows a work email signal at raymondjames.com, phone signal with area code 727, and a matched LinkedIn profile for Zachary Jones,Cfp®.
Zachary Jones,Cfp® previously worked as Financial Advisor at Raymond James & Associates and Associate Financial Advisor at Lpl Financial. Zachary Jones,Cfp® holds Bachelor’S Degree, Business Economics from Uc Santa Barbara.
Company email context
Email format at Superior Planning | Family Office
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*@raymondjames.com
68% confidence
AeroLeads found 1 current-domain work email signal for Zachary Jones,Cfp®. Compare company email patterns before reaching out.
Profile bio
About Zachary Jones,Cfp®
With more than 10 years of experience in financial planning and investment management, Zach Jones has the accumulated knowledge and perspective to help keep you and your financial future on a steady course. Zach understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change. As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Zach will be with you every step of the way offering sound advice and customized financial solutions designed specifically for you. Zach endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio. Based on what he learns about you and your goals and an analysis of the current financial markets, Zach designs a customized investment portfolio based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Zach puts it into action and continuously monitors its performance for opportunities to adapt to life changes and new goals.Zach began his career in financial services in 2008 and previously spent 6 years with LPL Financial. Today, Zach provides financial, estate, & retirement planning services through the use of managed money, equities, fixed income securities, mutual fund/etfs, insurance and more through Raymond James.A native of Seal Beach, CA, Zach currently resides in San Diego, CA. Away from the office, Zach also enjoys surfing, playing golf and being in the outdoors.Contact @ 858-320-4246►http://www.raymondjames.com/sedberrywealthsolutions ►
Listed skills include Securities, Investments, Finance, Mutual Funds, and 9 others.
Current workplace
Zachary Jones,Cfp®'s current company
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5 roles
Zachary Jones,Cfp® work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Current
Sep 2024 - Present
Financial Advisor
8910 University Center Lane, Suite 600(858) 320-4246Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every.
Jan 2015 - Oct 2024
Associate Financial Advisor
Oct 2009 - Jan 2015
Apr 2008 - May 2009
1 education record
Zachary Jones,Cfp® education
-
Uc Santa Barbara
FAQ
Frequently asked questions about Zachary Jones,Cfp®
Quick answers generated from the profile data available on this page.
What company does Zachary Jones,Cfp® work for?
Zachary Jones,Cfp® works for Superior Planning | Family Office.
What is Zachary Jones,Cfp®'s role at Superior Planning | Family Office?
Zachary Jones,Cfp® is listed as Financial Advisor at Superior Planning | Family Office.
What is Zachary Jones,Cfp®'s email address?
AeroLeads has found 1 work email signal at @raymondjames.com for Zachary Jones,Cfp® at Superior Planning | Family Office.
What is Zachary Jones,Cfp®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 727 for Zachary Jones,Cfp® at Superior Planning | Family Office.
Where is Zachary Jones,Cfp® based?
Zachary Jones,Cfp® is based in San Diego County, California, United States while working with Superior Planning | Family Office.
What companies has Zachary Jones,Cfp® worked for?
Zachary Jones,Cfp® has worked for Superior Planning | Family Office, Raymond James & Associates, Lpl Financial, and Wachovia Securities Financial Network.
How can I contact Zachary Jones,Cfp®?
You can use AeroLeads to view verified contact signals for Zachary Jones,Cfp® at Superior Planning | Family Office, including work email, phone, and LinkedIn data when available.
What schools did Zachary Jones,Cfp® attend?
Zachary Jones,Cfp® holds Bachelor’S Degree, Business Economics from Uc Santa Barbara.
What skills is Zachary Jones,Cfp® known for?
Zachary Jones,Cfp® is listed with skills including Securities, Investments, Finance, Mutual Funds, Wealth Management, Retirement Planning, Financial Planning, and Portfolio Management.
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