# Zachary John Perret

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..

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SCHWAB WEALTH ADVISORY, INC.](https://search.stillhousedata.com/firm/159035) | 2025-09-11 | present | Yes |
| [VANGUARD ADVISERS, INC.](https://search.stillhousedata.com/firm/106715) | 2023-07-28 | 2025-09-08 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2022-02-07 | 2023-07-24 | — |
| [MERCER GLOBAL ADVISORS INC.](https://search.stillhousedata.com/firm/147363) | 2021-09-02 | 2022-01-25 | — |
| [HARRISDIRECT LLC](https://search.stillhousedata.com/firm/42159) | 2019-12-16 | 2021-08-23 | — |
| [J.P. MORGAN SECURITIES LLC](https://search.stillhousedata.com/firm/79) | 2019-05-08 | 2019-12-26 | — |
| [EDWARD D. JONES & CO., L.P.](https://search.stillhousedata.com/firm/250) | 2018-06-01 | 2019-04-11 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6924721)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6924721.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.