Jones Zafari Group
From our three locations in Los Angeles, La Jolla, and Palo Alto our group of investment professionals provides financial services and strategies for ultra-affluent individuals, families, corporations, endowments, and foundations. Clients who have entrusted us with $17.4 billion in assets as of February 14, 2020. Clients include entrepreneurs, Fortune 500 executives, media personalities, non-profit organizations, and owners of private corporations; accounts range in size from $10 million to over $1 billion.
Our senior partners have received a number of accolades:
- Barron’s magazine, “Top 100 Financial Advisors nationally,” 2005 – 2019.1
- Barron’s magazine, “Top 1200 Financial Advisors State-by-State,” 2009 – 2019.2
- Barron's magazine, "Top 100 Women Advisors," 2013-2018. 3
- The Financial Times, ”Top 400 Advisors,” 2013 – 2019. 4
- Wealth Management magazine, “Top 100 Wirehouse Advisors in 2016."5
- Forbes' “Top 250 Wealth Advisors,” 2016-2019 6
- Forbes' "America's Top Women Wealth Advisors," 2017-2019. 7
- Forbes' "Best-in-State Wealth Advisors," 2018-2020.8
1Source: Barron's "Top 100 Financial Advisors" list, April 20, 2019. For more information about the selection criteria, go to http://details-he.re/nRnrmS . Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved.
2Source: Barron's “Top 1,200 Financial Advisors” list, March 11, 2019. For more information about the selection criteria, http://details-he.re/1u7KVH . Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. Years prior to 2014, this Barron's list consisted of 1,000 advisors.
3Source: The Barron's "Top 100 Women Financial Advisors" list considers advisors who have a minimum of 7 years financial services experience and been employed at their current firm for at least one year (June 11, 2018). Other quantitative and qualitative measures include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Rankings are based on the opinions of Barron’s and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. For more information, visit https://www.barrons.com/report/top-financial-advisors/women/2018 . Barron's is a trademark of Dow Jones & Company, Inc. All rights
4Source: The Financial Times "Top 400 Financial Advisers" (FT 400) list, April 18, 2019. For more information about the selection criteria, go to http://details-he.re/YNDTvZ . The Financial Times "Top 400 Financial Advisers" (FT 400) list is an independent listing produced by the Financial Times. All rights reserved.
5Source: WealthManagement Magazine’s “Top 100 Wirehouse Advisors in 2016” list, May 1, 2016. For information about the selection criteria, go to http://details-he.re/YmYuUA . WealthManagement Magazine is a trademark of Penton Media, Inc. All rights reserved.
6Source: Forbes "America's Top Wealth Advisors" list, (September, 2019). For more information about the selection criteria, go to http://details-he.re/7mnoMA . Forbes is a trademark of Forbes Media LLC. All rights reserved..
7Source: Forbes "America's Top Women Wealth Advisors" list, April 30, 2019. For more information about the selection criteria, go to http://details-he.re/SUjZgX . Forbes is a trademark of Forbes Media LLC. All rights reserved.
8Source: The Forbes "Best-in-State Wealth Advisors" list, January 16, 2020. For more information about the selection criteria, go to http://details-he.re/cQUujC . Forbes is a trademark of Forbes Media LLC. All rights reserved.
The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome. Such rankings should not be construed as an endorsement of the advisor.
A Commitment to Service
Merrill Private Wealth Management is committed to providing a select group of wealthy clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained private wealth advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, help you monitor it and update your strategy as needed. We are committed to providing you access to the investment insights of Merrill and the banking convenience of Bank of America, and we will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what’s most important to you.
Depth of Experience
We draw upon the combined talents and efforts of all of our team members. The breadth of our group enables us to provide clients with in-depth knowledge within an intimate, attentive framework that is highly focused on their needs. Each client has direct, one-on-one access to a partner of our group. The immediacy of this relationship, combined with the scope of our services, creates a powerful dynamic that seeks to enhance, organize, and streamline clients’ financial lives.
We believe your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires customized goals-based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.
We inherently recognize that the needs and desires of high-net-worth clients are distinctive, requiring the upmost professionalism, discretion, and focus. Our strategies and offerings are designed to address clients’ complex, wide ranging financial needs:
Investment managementTrust and estate planning strategiesBrokerageTax-effective hedging and diversification strategiesCredit and banking needs through Bank of America, N.A.Access to family office services
Dedicated Investment Analysis
The open investment platform within Merrill enables our group to access investment strategies wherever they are housed. Given the size and scale of our group, we have dedicated resources for investment manager due diligence. Our team conducts over 1,000 calls and meetings with investment managers each year. This commitment to investment analysis provides us with valuable insight into market conditions, investment capacity, new investment strategies, and rising talent. We parlay this knowledge into timely strategic and tactical investment approaches that seek to enhance portfolio returns while dampening risk.
We believe that maintaining a contrarian mindset and embracing flexibility are key activities of portfolio construction. The investment goal for our strategies is to provide market-driven returns, with size, style and geographic diversification. We seek to bolster returns through tactical allocations, providing a broad range of investment choices to serve client needs.