Jeffrey James Zappone

Employer firm

Chair Six Financial Planning, Pllc CRD 282052

$4.88M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → Present
  Chair Six Financial Planning, Pllc
  Spokane, WA
• 02/2014 → 11/2016
  Dorendorf & Associates, P.S.
  Spokane, WA

Other Businesses

(1) Chair Six Financial Planning, PLLC/Not investment-related/Spokane, WA/Member-Manager/Accounting & Tax services/Start Date: July 1, 2015/Involves 50% to 75% of time each month during business hours. (2) Zappone Asset Partners, LLC/Investment-related/Spokane, WA/Minority Member & Co-Manager in Manager-Managed Family LLC/Start Date: December 31, 2013/Involves one hour of time each month; sometimes during business hours. (3) Trustee to an Irrevocable Trust for the benefit of Jeff Zappone and certain immediate family members/Not investment-related/Spokane, WA/Start date: February 13, 2015/Involves less than 5 hours per year; typically after business hours. (4) Insurance agent/Insurance related/Spokane, WA/Licensed insurance agent/Licensing for client education and advice only. No commissions earned./Start Date: November 16, 2015/Involves 10% or less time each month during business hours. (5) Landlord, Residential Rental/Not investment-related/Spokane, WA/Owner of single-family residence that is leased to tenant/Start Date: September 1, 2019/Involves 5-10 hours per year; typically after business hours.//

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-08-07

Designations

• Personal Financial Specialist

Other Names

• Jeffrey J. Zappone
• Jeff Zappone