Jonathan Zama

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 01/2016 → 08/2020
  Griffis Blessing
  Colorado Springs, CO
• 10/2020 → 02/2022
  Greystar Real Estate Partners
  Colorado Springs, CO
• 12/2021 → 06/2024
  Thrivent Investment Management Inc
  Colorado Springs, CO
• 03/2022 → 08/2022
  Thrivent Financial
  Appleton, WI
• 08/2022 → 06/2024
  Thrivent Financial
  Appleton, WI
• 06/2024 → Present
  Wells Fargo Clearing Services, Llc
  Greenwood Village, CO

Previous Registrations

• 2022-03-28 → 2024-06-28
  Thrivent Investment Management Inc.
  Colorado Springs, CO
  Windsor, CO
  Minneapolis, MN
  Colorado Springs, CO
  Colorado Springs, CO

Other Businesses

JONATHAN ZAMA/SOLE PROPRIETOR; NOT INV RELATED;COLORADO SPRINGS,CO; BUYING AND SELLING COLLECTIBLES ;100% OWNERSHIP; START DATE: 05/01/2026; 7 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2022-03-25

Designations

• Certified Financial Planner