Investment adviser representative · Chair Six Financial Planning, Pllc
Jeffrey J. Zappone
CRD 6582271 · Spokane, WA
At a glance
Jeffrey J. Zappone is an investment adviser representative with Chair Six Financial Planning, Pllc in Spokane, WA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jeffrey’s SEC record dates to 2016, about 10 years ago. Designations on file: Personal Financial Specialist.
Current advisory firm
- Chair Six Financial Planning, PllcSince January 2016Spokane, WA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2016 (10 years)
- Designations
- Personal Financial Specialist
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Jeffrey’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Chair Six Financial Planning, Pllc
Every advisor at Chair Six Financial Planning, Pllc →Financial advisors in Spokane, WA →Advisor Moves: who changed firms this week →