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Jonas M Zamora

Dynamic

Phoenix, AZ

Phoenix, AZ

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Current Employers
Dynamic

2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-01-02
  • AZ RA
    APPROVED
    Since 2025-01-02

Branch Locations

5134 N Central Ave, Phoenix, AZ 85012 • United States

2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • 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
Merrill Lynch, Pierce, Fenner And Smith Incorporated Chandler AZ 08/2011 11/2022
Bank Of America, N.A. Chandler AZ 10/2011 11/2022
Morgan Stanley Gilbert AZ 12/2022 09/2024
Dynamic Wealth Advisors Dsa Life Managed Phoenix AZ 11/2024 Present
  • 08/2011 → 11/2022
    Merrill Lynch, Pierce, Fenner And Smith Incorporated
    Chandler, AZ
  • 10/2011 → 11/2022
    Bank Of America, N.A.
    Chandler, AZ
  • 12/2022 → 09/2024
    Gilbert, AZ
  • 11/2024 → Present
    Dynamic Wealth Advisors Dsa Life Managed
    Phoenix, AZ
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2009-03-16
S65 Uniform Investment Adviser Law Examination 1996-06-12
  • S63 Uniform Securities Agent State Law Examination
    2009-03-16
  • S65 Uniform Investment Adviser Law Examination
    1996-06-12
Designations
Other Names
  • Jonas Martin Martin
  • Jonas Martin Zamora

View on SEC IAPD

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