Jill Marie Zacha

Employer firm

Level Four Capital Management CRD 304792

$1.38B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• 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

• 02/2006 → 02/2017
  Self-Employed
  Dallas, TX
• 02/2017 → 04/2019
  Capital One Investing, Llc
  Plano, TX
• 03/2018 → 04/2019
  Capital One Advisors, Llc
  Plano, TX
• 04/2019 → Present
  Level Four Advisory Services, Llc
  Plano, TX
• 05/2019 → 12/2020
  Lpl Financial Llc
  Plano, TX
• 01/2021 → Present
  Level Four Financial, Llc
  Dallas, TX
• 11/2019 → Present
  Level Four Capital Management, Llc
  Dallas, TX

Previous Registrations

• 2018-03-16 → 2019-05-06
  Capital One Advisors, Llc
  Plano, TX
  Mclean, VA
• 2010-11-19 → 2011-12-31
  Clark Investment Strategies, Inc.
  Dallas, TX
• 2008-05-20 → 2009-12-31
  Evolve Securities, Inc.
  Dallas, TX
  Dallas, TX

Other Businesses

1. LEVEL FOUR ADVISORY SERVICES, LLC, INVESTMENT RELATED, RIA, CCO/CORPORATE COUNSEL, START DATE MAY 2019, 140 HOURS PER MONTH/140 DURING TRADING, 12400 COIT ROAD, STE 700 DALLAS TX 75251. 2. LEVEL FOUR CAPITAL MANAGEMENT, INVESTMENT RELATED, RIA, CCO/CORPORATE COUNSEL, START DATE OCTOBER 2019, 20 HOURS PER MONTH/20 DURING TRADING. 12400 COIT ROAD STE 700 DALLAS TX 75251. 3. LEVEL FOUR GROUP, NOT INVESTMENT RELATED, 12400 COIT ROAD STE 700, DALLAS TX 75251, CORPORATE COUNSEL, START DAY MAY 2019, EMPLOYEE SERVICES HOLDING COMPANY. 4. FINRA ARBITRATOR SINCE 2004

Exams

• S66 Uniform Combined State Law Examination
  2018-03-09
• S65 Uniform Investment Adviser Law Examination
  1998-05-01
• S63 Uniform Securities Agent State Law Examination
  1995-12-12

Other Names

• Jill Ivancevich Bradshaw
• Jill Ivancevich Zacha
• Jill Marie Ivancevich
• Jill Marie Ivancevich
• Jill M Zacha
• Jill Ivancevich Bradshaw