James Matthew Zundel

Employer firm

Coign Capital Advisors LLC CRD 171306

$473M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 05/2014 → Present
  Coign Capital Advisors, Llc
  Draper, UT

Previous Registrations

• 1993-02-16 → 2014-05-06
  Ameriprise Financial Services, Llc
  Draper, UT

Other Businesses

BUSINESS OWNERSHIP ; ZUNDEL HOLDINGS LLC; MANAGING PARTNER; FAMILY HOLDING COMPANY; LAKE CITY, UT 84119; 1-9 HOURS PER MONTH/REDSKY SOLUTIONS LLC; MEMBER/BOARD OF DIRECTORS; TECHNOLOGY/NETWORK HARDWARE AND SERVICE; AUGUST 2012; 1-9 HOURS PER MONTH/ JMZ REAL PROPERTY, LLC; MANAGER; HOLDS REAL PROPERTY INCLUDING THE PREVIOUSLY DISCLOSED OFFICE BLDG IN DRAPER.; DRAPER, UT 84020; OCTOBER 2012; 1-9 HOURS PER MONTH; 1-9 DURING TRADING HOURS. BOARDS OF DIRECTORS ; REDSKY SOLUTIONS LLC; NETWORK SALES ADN SERVICE; N/A; NO; AUGUST 2012; 1-9 HOURS PER MONTH. Board of Directors; Turning Point Justice; cloud technology company that delivers restitution for retailers and protects justice system resources by reforming first time petty shoplifters; na; no; December 2015; 1-9 hours per month; 0 during trading hours Janiis, Inc.; not investment-related; 2000 Ashton Blvd, #300, Lehi, UT 84043; 385.275.6316; property management software company; 0%; October 2018; 0 hours per month; Board of Directors

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-11-23
• S63 Uniform Securities Agent State Law Examination
  1993-01-08

Other Names

• Matt Zundel
• Jm Zundel
• J. Matthew Zundel