Zachary Ross has been an investment adviser representative at Independent Wealth Network since June 2024, and is not listed among the firm’s executive officers or direct owners.
Independent Wealth Network, Inc. is an Urbandale, IA firm with $518M under management, 1,460 clients and 30 advisers across 20 offices, as of its March 2026 filing.
Zachary Ross’ longest registration is the current one, 2 years at Independent Wealth Network since 2024. Before joining Independent Wealth Network in 2024, Zachary Ross was registered through Fidelity Personal and Workplace Advisors and Equitable Advisors, LLC.
- Emerson Equity LLCAlso current– present · 2 yearsMorristown, NJ · Adviser representative and broker · Firm CRD 130032
- – present · 2 yearsMorristown, NJ · Adviser representative · Firm CRD 286262
- Fidelity Personal and Workplace Advisors– · 1 yearMorristown, NJ · Adviser representative · Firm CRD 288590
- Equitable Advisors, LLC– · 1 yearMorristown, NJ · Adviser representative · Firm CRD 6627
- J.P. Morgan Securities LLC– · 1 yearRidgewood, NJ · Adviser representative · Firm CRD 79
- Wells Fargo Advisors, LLC– · under a yearMorristown, NJ · Adviser representative · Firm CRD 19616
- C.J. Coletta & Company, Inc.– · under a yearHackensack, NJ · Adviser representative · Firm CRD 151752
- Park Avenue Securities LLC– · under a yearCranford, NJ · Adviser representative · Firm CRD 46173
- Morgan Stanley– · under a yearRidgewood, NJ · Adviser representative · Firm CRD 149777
Investment adviser representative registrations
Zachary Ross is registered as an investment adviser representative in 4 states. The first approvals date from June 2024; the most recent is Florida, in September 2024.
- CaliforniaSince 10 July 2024
- FloridaSince 12 September 2024
- New JerseySince 28 June 2024
- New YorkSince 1 July 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 23 August 2013 |
| Series 7 | General Securities Representative Examination | 24 July 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Zachary D Ross
- CRD
- 6148569
- Firm
- Independent Wealth Network · CRD 286262
- Office
- Morristown, NJ
- Registration
- Investment adviser and broker registrations
- In the industry since
- July 2017
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Zachary Ross work?
Zachary Ross is an investment adviser representative registered through Independent Wealth Network, Inc. since June 2024, and is not listed among the firm’s executive officers or direct owners.
Is Zachary Ross a financial advisor?
Yes. Zachary Ross has a current investment-adviser registration in California, Florida, New Jersey and New York, through Independent Wealth Network since June 2024.
How many years of experience does Zachary Ross have?
Zachary Ross has 9 years in the financial industry, since July 2017, across 9 adviser firms.
What exams has Zachary Ross passed?
Zachary Ross has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2013. FINRA credited Zachary Ross with the SIE, which began in October 2018.
Where did Zachary Ross work before Independent Wealth Network?
Before Independent Wealth Network, Zachary Ross was registered through Fidelity Personal and Workplace Advisors, November 2021 to May 2023; Equitable Advisors, LLC, December 2019 to July 2021; J.P. Morgan Securities LLC, September 2016 to September 2018; Wells Fargo Advisors, LLC, October 2015 to March 2016; C.J. Coletta & Company, Inc., May 2015 to August 2015; Park Avenue Securities LLC, October 2014 to March 2015; Morgan Stanley, August 2013 to March 2014.
Where is Zachary Ross based?
Zachary Ross’ registered office is in Morristown, NJ.
Is Zachary Ross registered with FINRA?
Yes. Zachary Ross has a current broker registration, under CRD 6148569.
Source: FINRA BrokerCheck
How can I verify Zachary Ross’ record?
Search CRD 6148569 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Zachary Ross’ full registration record.
