Best Investors Account Sign in
Current Employers
Wealthcare Advisory Partners Llc

1065 Andrew Drive, West Chester, PA 19380 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2017-04-18
  • GA RA
    APPROVED
    Since 2017-04-18

Branch Locations

5755 North Point Parkway, Alpharetta, GA 30022 • United States

1065 Andrew Drive, West Chester, PA 19380 • 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
Lpl Financial, Llc Marietta GA 10/2016 Present
Unemployed Salem SC 06/2016 10/2016
Wealthcare Advisory Partners, Llc Alpharetta GA 06/2017 Present
Zuniga Law Group Llc Marietta GA 10/2016 Present
  • 10/2016 → Present
    Lpl Financial, Llc
    Marietta, GA
  • 06/2016 → 10/2016
    Unemployed
    Salem, SC
  • 06/2017 → Present
    Alpharetta, GA
  • 10/2016 → Present
    Zuniga Law Group Llc
    Marietta, GA
Other Businesses

1) 11/15/2016 - Zuniga Law Group LLC - owner and sole attorney providing services - non-inv rel - Marietta, GA - start: 10/11/2016 - 40 hr/mth 1hr during Trading 2) 11/15/2016 - Owenby Jones Wealth Management - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - Start date: 1/1/2016 3) 06/15/2017- WealthCare Advisory Partners-investment related- At reported business location(s)- Registered Investment Advisor Hybrid-start 1/1/2016-Hours per month 160/ Hours during trading 7-Time spent percent 90% -I provide investment advisory services through Wealthcare Advisory Partners, an independent investment advisor firm. I started this business activity in 01/01/2016. I expect to spend approximately hours per month on this activity. Please see the Form ADV of the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 06/15/2017- Wealthcare Advisory Partners LLC-DBA: (Hybrid) Owenby Jones Wealth Management LLC-investment related- At reported business location(s)-Registered Investment Advisor DBA-start 1/1/2016- Hours per month 160/ Hours during trading 7- Time spent percent 9%-I provide investment advisory services through Wealthcare Advisory Partners LLC, an independent investment advisor firm. I started this business activity in 01/01/2016. I expect to spend approximately hours per month on this activity. Please see the Form ADV of the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 6/12/2018 - Highland Capital Brokerage, Inc. - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date:05/08/2018 - 8 Hour(s) Per Month/0 Hour(s) During Trading. 6. 1/22/2021 - Zuniga Wealth Management, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Wealth Advisor - Start Date: 5/17/2019 - 10 Hours Per Month/10 Hours During Securities Trading. 7. 04/27/2023 - Simplicity Buckhead - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Start Date 05/01/2023 - 10 Hours Per Month/0 Hours During Securities Trading 8) 02/27/2025 - Vibe Insurance Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date:03/10/2025 - 2 Hrs/Mth - 0 Hrs During Trading. 9. 08/20/2025 - Advisors Network LLC - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date: 08/25/2025 - 6 Hrs/Mth - 4 Hrs During Trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-12-12
S63 Uniform Securities Agent State Law Examination 2015-04-27
  • S65 Uniform Investment Adviser Law Examination
    2016-12-12
  • S63 Uniform Securities Agent State Law Examination
    2015-04-27
Other Names
  • Jacob Michael Zuniga
  • Jake Zuniga

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Alpharetta, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor