Jeffrey Michael Zuanich

Employer firm

Seia CRD 108163

$22.5B regulatory AUM 114 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 06/2009 → 11/2018
  Signator Investors Inc
  Los Angeles, CA
• 06/2009 → Present
  Seia Llc
  Redondo Beach, CA
• 11/2018 → 08/2023
  Royal Alliance Associates, Inc.
  Los Angeles, CA
• 08/2023 → Present
  Ses Llc
  Redondo Beach, CA

Previous Registrations

• 2007-12-10 → 2009-03-03
  Crowell, Weedon & Co.
  Carlsbad, CA

Other Businesses

1. SEIA POSITION: Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 06/01/2009 ADDRESS: 1848 S. Elena Ave, suite 100, Redondo Beach CA 90277, United States DESCRIPTION: Advisor at Independent RIA SEIA, LLC 2. JEFFREY ZUANICH INSURANCE LICENSE - NON-PRODUCER POSITION: CA Insurance License holder NATURE: I have a CA Insurance License.Non-producer. INVESTMENT RELATED: Yes NUMBER OF HOURS: 7 SECURITIES TRADING HOURS: 2 START DATE: 10/18/2005 ADDRESS: 1848 S. Elena Ave, suite 100, Redondo Beach CA 90277, United States DESCRIPTION: I have a CA insurance license to help supervising registered rep with proposal and illustrations

Exams

• S66 Uniform Combined State Law Examination
  2007-12-06
• S63 Uniform Securities Agent State Law Examination
  2005-10-10

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Jeffrey Zuanich