Adviser and broker representative · Texas Capital Bank Private Wealth Advisors
Joseph Zorn Jr.
CRD 2600959 · Dallas, TX
At a glance
Joseph Zorn Jr. is an investment adviser representative with Texas Capital Bank Private Wealth Advisors in Dallas, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Joseph’s SEC record dates to 1995, about 31 years ago. Joseph is also registered as a broker representative.
Current advisory firm
- Texas Capital Bank Private Wealth AdvisorsSince October 2022Dallas, TX · $4.2B in regulatory assets
SEC adviser record
- Registered since
- 1995 (31 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Joseph’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
- 6 firmsLocked
- 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 and FINRA BrokerCheck.
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