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Zachary David Jones

Superior Planning Wealth Management & Family Office

San Diego, CA

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Current Employers
Superior Planning Wealth Management & Family Office

10085 Carroll Canyon Road Suite 150, San Diego, CA 92131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-10
CA RA APPROVED 2024-09-20
  • TX RA
    APPROVED
    Since 2025-04-10
  • CA RA
    APPROVED
    Since 2024-09-20

Branch Locations

10085 Carroll Canyon Road Suite 150, San Diego, CA 92131 • 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
Raymond James & Associates San Diego CA 01/2015 08/2024
Superior Planning, Llc San Diego CA 09/2024 Present
  • 01/2015 → 08/2024
    Raymond James & Associates
    San Diego, CA
  • 09/2024 → Present
    Superior Planning, Llc
    San Diego, CA
Previous Registrations
  • 2015-01-15 → 2024-09-05
    Raymond James & Associates, Inc.
    San Diego, CA
    San Diego, CA
  • 2009-11-16 → 2015-01-16
    Lpl Financial Llc
    San Diego, CA
    Solana Beach, CA
    Coronado, CA
    La Mesa, CA
    Chula Vista, CA
    San Diego, CA
    Chula Vista, CA
    El Cajon, CA
    San Diego, CA
    San Diego, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-11-13
  • S66 Uniform Combined State Law Examination
    2009-11-13
Designations
Other Names
  • Zachery David Jones

View on SEC IAPD

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JAMES T FARLEY
ASHLEY LYNN TESTER
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Other Offices

CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
RBC CAPITAL MARKETS, LLC · SAN DIEGO, CA
CETERA INVESTMENT MANAGEMENT LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA

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