Chief Compliance Officer, Corporate Counsel · Level Four Advisory Services
Jill M. Zacha
CRD 2583663 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Level Four Advisory Services, an SEC-registered wealth manager based in Dallas, TX with $6.5 billion in regulatory assets, lists Jill M. Zacha on its Form ADV as Chief Compliance Officer, Corporate Counsel, a control person. The SEC filings also name Jill at 1 other registered adviser.
Firms and roles
- Level Four Advisory ServicesChief Compliance Officer, Corporate CounselWealth manager · Dallas, TX · $6.5B in regulatory assets
- Level Four Capital ManagementChief Compliance Officer, Corporate CounselWealth manager · Dallas, TX · $1.4B in regulatory assets
AtlasMembers
Jill’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 each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- 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.
Colleagues named on the same filings
- Britt WoodsPresident - Level Four Group, LLC, Level Four Advisory Services
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jill’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.