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Collin Christopher Zines

Stephenson And Company, Inc.

San Clemente, CA

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Current Employers
Stephenson And Company, Inc.

241 Avenida Del Mar, San Clemente, CA 92672 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-04-21
  • CA RA
    APPROVED
    Since 2025-04-21

Branch Locations

241 Avenida Del Mar, San Clemente, CA 92672 • 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
J.P. Morgan Securities Llc San Clemente CA 01/2019 09/2019
Jpmorgan Chase Bank, N.A. San Clemente CA 01/2019 09/2019
Shorecliffs Beach Club San Clemente CA 09/2018 09/2019
Unemployed San Clemente CA 06/2018 08/2018
Evolve Capital Dallas TX 06/2017 07/2017
Zines Consulting San Clemente CA 01/2011 12/2017
Colorado State University Fort Collins CO 08/2014 05/2018
Assetmark Financial Holdings, Inc. Encino CA 10/2019 04/2025
Assetmark Brokerage, Llc Encino CA 10/2019 04/2025
Stephenson And Company, Inc. San Clemente CA 04/2025 Present
  • 01/2019 → 09/2019
    J.P. Morgan Securities Llc
    San Clemente, CA
  • 01/2019 → 09/2019
    Jpmorgan Chase Bank, N.A.
    San Clemente, CA
  • 09/2018 → 09/2019
    Shorecliffs Beach Club
    San Clemente, CA
  • 06/2018 → 08/2018
    Unemployed
    San Clemente, CA
  • 06/2017 → 07/2017
    Evolve Capital
    Dallas, TX
  • 01/2011 → 12/2017
    Zines Consulting
    San Clemente, CA
  • 08/2014 → 05/2018
    Colorado State University
    Fort Collins, CO
  • 10/2019 → 04/2025
    Assetmark Financial Holdings, Inc.
    Encino, CA
  • 10/2019 → 04/2025
    Assetmark Brokerage, Llc
    Encino, CA
  • 04/2025 → Present
    Stephenson And Company, Inc.
    San Clemente, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-12-18
S63 Uniform Securities Agent State Law Examination 2019-04-05
  • S65 Uniform Investment Adviser Law Examination
    2019-12-18
  • S63 Uniform Securities Agent State Law Examination
    2019-04-05
Designations

View on SEC IAPD

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J.P. MORGAN SECURITIES LLC
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EDWARD JONES
LPL FINANCIAL LLC
COAST WEALTH MANAGEMENT, INC.
PFS INVESTMENTS INC.
TREK FINANCIAL

Other Investors

DOMINICK ANTHONY ZIZZO
RONALD WILLIAM HADA
KENNETH CLEO JOHNSON
GREGORY HOWARD COOLEY
LEONARD EMIL MOULIN
JENA ELIZABETH SCHUSTER
ANDREW BURTON LABAS
JIMMY DALE LONG

Other Offices

IGNITE PLANNERS LLC · SAN CLEMENTE, CA
J.P. MORGAN SECURITIES LLC · SAN CLEMENTE, CA
QUIVER FINANCIAL HOLDINGS LLC · SAN CLEMENTE, CA
EDWARD JONES · SAN CLEMENTE, CA
LPL FINANCIAL LLC · SAN CLEMENTE, CA
COAST WEALTH MANAGEMENT, INC. · SAN CLEMENTE, CA
COAST WEALTH MANAGEMENT, INC. · San Clemente, CA
PFS INVESTMENTS INC. · SAN CLEMENTE, CA

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