Zachary John Perret is an investment adviser representative (IAR) with state registration records since 2018, appearing at 7 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..
| Firm | From | To | Current |
|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | 2025-09-11 | present | Yes |
| VANGUARD ADVISERS, INC. | 2023-07-28 | 2025-09-08 | — |
| CHARLES SCHWAB & CO., INC. | 2022-02-07 | 2023-07-24 | — |
| MERCER GLOBAL ADVISORS INC. | 2021-09-02 | 2022-01-25 | — |
| HARRISDIRECT LLC | 2019-12-16 | 2021-08-23 | — |
| J.P. MORGAN SECURITIES LLC | 2019-05-08 | 2019-12-26 | — |
| EDWARD D. JONES & CO., L.P. | 2018-06-01 | 2019-04-11 | — |