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Zachariah M Klippel

Edward Jones

Marina Del Rey, CA

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Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-14
  • CA RA
    APPROVED
    Since 2025-01-14

Branch Locations

4551 Glencoe Avenue Suite 235, Marina Del Rey, CA 90292 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citi Private Bank Beverly Hills CA 05/2007 06/2021
Merrill Lynch Beverly Hills CA 06/2021 07/2024
Bank Of America Na Beverly Hills CA 07/2021 07/2024
Edward Jones St Louis MO 01/2025 Present
Unemployed Los Angeles CA 07/2024 01/2025
  • 05/2007 → 06/2021
    Citi Private Bank
    Beverly Hills, CA
  • 06/2021 → 07/2024
    Merrill Lynch
    Beverly Hills, CA
  • 07/2021 → 07/2024
    Bank Of America Na
    Beverly Hills, CA
  • 01/2025 → Present
    Edward Jones
    St Louis, MO
  • 07/2024 → 01/2025
    Unemployed
    Los Angeles, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-07-22
  • S66 Uniform Combined State Law Examination
    2002-07-22
Other Names
  • Zachariah Moses Klippel
  • Zach Klippel

View on SEC IAPD

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Other Offices

ARROWROOT FAMILY OFFICE, LLC · MARINA DEL REY, CA
ARROWROOT CAPITAL MANAGEMENT, LLC · MARINA DEL REY, CA
SILICON BEACH WEALTH, LLC · MARINA DEL REY, CA
ARCA CAPITAL MANAGEMENT · MARINA DEL REY, CA
ARCA INVESTMENT MANAGEMENT, LLC · MARINA DEL REY, CA
J.P. MORGAN SECURITIES LLC · MARINA DEL REY, CA
AB HHELIO ASSOCIATES, INC. · MARINA DEL REY, CA
CLIFFWATER LLC · MARINA DEL REY, CA

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