Zions Direct, Inc.

Broker-DealerFINRA MemberEst. 1986
Total AUM
Advisory reps
79
Avg account
$0

Firm details

Headquarters
Salt Lake City , Utah
CRD number
17776
Registered since
April 28, 1986

Firm profile

FINTRX

Overview

Zions Direct, Inc. is organized as a corporation and is classified in the source data as an investment bank. The firm has been SEC-registered since 1986. Ownership is listed as a combination of a domestic entity and an individual. The FINTRX snapshot indicates limited public disclosure about the firm’s advisory activities or fee model. It is not identified as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser in the available record.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Jennifer Hash

    Jennifer Hash

    Chief Compliance OfficerCRD 4123554

  • Christopher Kyriakakis

    Chief Risk OfficerCRD 8020162

  • Robert Ryan Richards

    Chief Financial OfficerCRD 8021252

Contacts

3 of 76
  • Richard Johnson

    Richard Johnson

    Compliance OfficerCRD 5269717

  • Catherine Novak

    Catherine Novak

    Registered RepresentativeCRD 4082658

  • Stephen Willden

    Stephen Willden

    Director of Internal AuditCRD 6319554

Unlock 73 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Salt Lake City , UT

Salt Lake

Location

Salt Lake City , UT

Headquartered in Salt Lake City , UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
Salt Lake
Address
1 S Main St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth