Chief Compliance Officer, President · Physician Wealth Advisors, Inc.
Jeffrey D. Zesiger
CRD 2649450 · Named on Form ADV at one SEC-registered adviser
At a glance
Physician Wealth Advisors, Inc., an SEC-registered wealth manager based in Salt Lake City, UT with $2.0 billion in regulatory assets, lists Jeffrey D. Zesiger on its Form ADV as Chief Compliance Officer, President, a control person.
Firms and roles
- Physician Wealth Advisors, Inc.Chief Compliance Officer, PresidentWealth manager · Salt Lake City, UT · $2.0B in regulatory assets
AtlasMembers
Jeffrey’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2006 (20 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 66
- 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
- 1 firmLocked
- 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.
Colleagues named on the same filings (11)
- Michelle S. McOmberDirector, Physician Wealth Advisors, Inc.
- Steven K. MillerDirector, Physician Wealth Advisors, Inc.
- Howard R WeeksDirector, Physician Wealth Advisors, Inc.
- Ryan M BladenExecutive Vice President, Physician Wealth Advisors, Inc.
- Eric A. HalvorsenExecutive Vice President, Physician Wealth Advisors, Inc.
6 more people named with Jeffrey on the same filings, with titles and firms. Free in Atlas with a free account.
See all 11 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeffrey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.