Davenport & Company
46yrs
Top advisor by experience in Fredericksburg
6yrs
Zack Capozza
Financial advisor at Edward Jones
Zack Capozza is a fiduciary financial advisor in Fredericksburg, Virginia, with 6 years in the industry. Zack joined Edward Jones in 2024, after three years at Merrill. Edward Jones offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 115 advisors with offices in Fredericksburg, and one of 112 fiduciaries.
At a glance
Experience6 years (since 2021)
How that compares ?6 years in the industry
Office908 1/2 Charles St, Fredericksburg, VA 22401
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowEdward JonesCurrent firm
- 2021 – 2024MerrillPreviously
Contact Zack
Local office(540) 371-3953Ask for Zack. (314) 515-2000Main office · St. Louis, MO 908 1/2 Charles StFredericksburg, VA 22401Office · Get directions
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Questions to ask Zack
Tailored to Zack’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Zack
How do I contact Zack?
Call Zack’s local office at (540) 371-3953 or the Edward Jones main office at (314) 515-2000, and ask for Zack Capozza.
How long has Zack been a financial advisor?
Zack has been in the industry since 2021, about 6 years. 6 years in the industry.
What licenses does Zack hold?
Series 66. Tap any license on this page to see what it allows.
Is Zack a fiduciary?
Zack is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Zack paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Zack for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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