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Advisors / Ohio / Findlay
6yrs

Zach Recker

Financial advisor at J.p. Morgan Securities

Based in Findlay, Ohio, Zach Recker is a fiduciary financial advisor with 6 years of industry experience. Zach has been with J.p. Morgan Securities since 2021; before that, Zach spent a year at W&s Brokerage Services. J.p. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.

One of 103 advisors with offices in Findlay, and one of 67 fiduciaries.

Findlay, OH 45840Fiduciary advisor

At a glance

Experience6 years (since 2020)
How that compares ?6 years in the industry
Office1917 Tiffin Avenue, Findlay, OH 45840
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?2 states

Services through J.p. Morgan Securities

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 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2021 – now
  2. Jul 2020 – Feb 2021
    W&s Brokerage Services, Inc.Previously

Questions to ask Zach

Tailored to Zach’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Zach

How do I contact Zach?

Call J.p. Morgan Securities at 800-999-2000 and ask for Zach Recker. Zach works from the Findlay, OH office.

How long has Zach been a financial advisor?

Zach has been in the industry since 2020, about 6 years. 6 years in the industry.

What licenses does Zach hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Zach a fiduciary?

Zach is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Zach paid?

J.p. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Zach 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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