Jennifer A. Zaat-Wright

Current Employers

Employment History

• 04/2013 → 01/2025
  United Planners' Financial Services
  Scottsdale, AZ
• 05/2005 → Present
  Jennifer A. Zaat-Wright (Self Employed)
  Huntington Beach, CA
• 05/2013 → 01/2025
  Capital Planning Group, Llc
  Huntington Beach, CA
• 09/2018 → 01/2025
  Capital Planning Group,Llc
  Huntington Beach, CA
• 09/2020 → Present
  Dutch Girl, Inc.
  Huntington Beach, CA
• 01/2025 → Present
  Fourth Point Wealth
  Huntington Beach, CA
• 01/2025 → Present
  Planmember Securities Corporation
  Carpinteria, CA

Previous Registrations

• 2013-05-09 → 2025-03-21
  Capital Planning Group, Llc
  Costa Mesa, CA
• 2011-07-20 → 2013-05-09
  New England Securities
  San Diego, CA
  Huntington Beach, CA
  San Diego, CA
  Huntington Beach, CA
  Phoenix, AZ
  Fountain Valley, CA
• 2009-10-06 → 2011-03-01
  Chase Investment Services Corp.
  Huntington Beach, CA
  Huntington Beach, CA
• 2005-06-13 → 2009-09-10
  Osaic Wealth, Inc.
  Newport Beach, CA
  Irvine, CA
• 2005-01-06 → 2005-06-01
  Transamerica Financial Advisors, Inc.
  Irvine, CA
• 2001-04-25 → 2004-10-18
  John Hancock Investment Management Llc
  Boston, MA
• 2001-04-25 → 2004-10-18
  Manulife Investment Management (Us) Llc
  Boston, MA

Other Businesses

1)Fourth Point Wealth-20422 Beach Blvd., Suite 410, Huntington Beach, CA 92648; Investment related; Securities & insurance sales & svcs; Financial Consultant; Start date 1/2025; 180 hrs/mnth, 67.5 hrs/mnth during trading. 2) Jennifer A. Zaat-Wright (self employed)-20422 Beach Blvd., Suite 410, Huntington Beach, CA 92648; Investment related; Non-variable life Insurance sales & svc; Agent; Start date 5/2005; 20 hrs/mnth, 5 hrs/mnth during trading. 3) Dutch Girl, Inc-20422 Beach Blvd., Suite 410, Huntington Beach, CA 92648; Noninvestment related; Banking & tax entity, not client facing; Owner/President; Start date 9/2020; 20 hrs/mnth, 0 hrs/mnth during trading. 4) The Christian Science Association of the Pupils of Kim Robertwaker, CSD; Noninvestment related; entity only-no meeting or physical location at this time; Study Group of Christian Scientists; Board Member/President; Start date 7/2018; 1 hr/mnth, 0 hrs/mnth during trading. 5) Jennifer A. Zaat-Wright-Conservator for Alexander Wright- 8651 Larthorn Dr, Huntington Beach, CA 94646; Noninvestment related; Conservatorship of disabled adult son; Conservator; Start date 6/2023; 10 hrs/mnth, 0 hrs/mnth during trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-02-21

Designations

Other Names

• Jennifer A Z Dern
• Jennifer Ann Zaat Dern
• Jennifer A Zaatdern
• Jennifer Ann Zaat
• Jennifer Ann Hetelle
• Jennifer Ann Zaat Hetelle
• Jennifer Ann Zaat Hetelle
• Jennifer Ann Zaat-Hetelle
• Jennifer Ann Zaat-Hetelle
• Jennifer Ann Zaat-Wright