JZ
James Zundel
from Coign Capital Advisors LLC
James Zundel is a financial advisor based in Utah, Draper,
with 32 years of experience. James currently works for
Coign Capital Advisors LLC.
James maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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James Zundel works at Coign Capital Advisors LLC
Coign Capital Advisors LLC is a financial advisory firm based in Draper, Utah. It currently has approximately $278,904,679 of assets under management and employs about 8 people. Coign Capital Advisors LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
21 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
12012 South 700 E., Suite 100, Draper, Utah, 84020
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