Zachary Zwilling

Current Employers

Employment History

• 10/2012 → 08/2022
  J.P. Morgan Securities Llc
  Aliso Viejo, CA
• 08/2022 → Present
  Morgan Stanley Smith Barney Llc
  Laguna Niguel, CA
• 09/2022 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2012-10-01 → 2022-08-06
  J.P. Morgan Securities Llc
  Mission Viejo, CA
  San Clemente, CA
  Aliso Viejo, CA
  Irvine, CA
  Laguna Beach, CA
  Laguna Hills, CA
  Mission Viejo, CA
  Laguna Hills, CA
  Laguna Beach, CA
  Laguna Beach, CA
  Mission Viejo, CA
  Laguna Hills, CA
  Laguna Hills, CA
  Dana Point, CA
• 2011-12-14 → 2012-10-01
  Chase Investment Services Corp.
  Aliso Viejo, CA
  Mission Viejo, CA
  Irvine, CA
  Irvine, CA
  Irvine, CA
  San Clemente, CA
• 2010-04-08 → 2011-12-14
  U.S. Bancorp Advisors, Llc
  Newport Beach, CA
  Newport Beach, CA
  San Clemente, CA
  San Clemente, CA
• 2008-01-31 → 2008-09-03
  Countrywide Investment Services, Inc.
  Laguna Niguel, CA
• 2005-10-24 → 2006-08-21
  A. G. Edwards & Sons, Inc.
  San Juan Capistrano, CA
  San Juan Capistrano, CA

Other Businesses

ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 3/19/2019 ADDRESS: 154 SAN CLEMENTE, CA. DETAILS: Rental Property INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 2 HOURS DURING TRADING: 0 *515734- Rental Property; Investment related-Yes; San Clemente, California; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 07/2018; During business hours: 1; After business hours: 0; Property Management *515731- Rental Property; Investment related-Yes; San Clemente, California; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 07/2015; During business hours: 1; After business hours: 0; Property Management *515735- Rental Property; Investment related-Yes; San Clemente, California; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 11/2020; During business hours: 1; After business hours: 0; Property Management *566742 - Rental Property; Investment related-Yes; San Clemente, California; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 08/2023; During business hours: 0; After business hours: 2; Property Management

Exams

• S66 Uniform Combined State Law Examination
  2005-10-21

Designations

Other Names

• Zachary Alan Zwilling
• Zach Zwilling