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RIA / WealthAdvisorCertified Financial Planner30 years in industry

JONAS M ZAMORA

Advisor at DYNAMIC

PHOENIX, AZ

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Search this name across graphsid dfx:ria:d16b48aa-7dda-ab20-6a3d-90105a6cca8f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Feb 5, 1999 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: DYNAMIC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 12, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Jun 12, 1996
First registration: Feb 5, 1999
Dual registered: no
Other names: JONAS MARTIN MARTIN|JONAS MARTIN ZAMORA
IAPD individual key: 2180535

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Dynamic	Independent wealth	Jan 2, 2025	n/a	yes	PHOENIX, AZ\|PHOENIX, AZ	Current employment
MORGAN STANLEY	Wirehouse	Dec 14, 2022	Oct 11, 2024	no	GILBERT, AZ\|Tempe, AZ	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Nov 1, 2011	Nov 25, 2022	no	SCOTTSDALE, AZ\|MERRILLVILLE, IN\|CHANDLER, AZ\|CHANDLER, AZ\|BOSTON, MA\|CHANDLER, AZ\|CHANDLER, AZ\|WESTLAKE, OH\|CHARLOTTE, NC\|NORTHBROOK, IL	Previous registration
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Feb 21, 2009	Dec 17, 2010	no	CHANDLER, AZ\|SAN DIEGO, CA	Previous registration
ZACKS INVESTMENT MANAGEMENT, INC.	Mixed wealth	Jun 22, 2004	Feb 9, 2009	no	CHICAGO, IL\|CHICAGO, IL	Previous registration
CITICORP INVESTMENT SERVICES	n/a	Aug 6, 2003	May 28, 2004	no	OAKBROOK, IL	Previous registration
QUICK & REILLY, INC.	n/a	Nov 26, 2002	Aug 26, 2003	no	CHICAGO, IL	Previous registration
MORGAN STANLEY DW INC.	n/a	Feb 5, 1999	Jun 3, 2002	no	CHICAGO, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MORGAN STANLEY	Dynamic	Oct 11, 2024	Jan 2, 2025	83	Firm change	Wirehouse to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	MORGAN STANLEY	Nov 25, 2022	Dec 14, 2022	19	Firm change	Wirehouse to wirehouse
COMMONWEALTH FINANCIAL NETWORK	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Dec 17, 2010	Nov 1, 2011	319	Firm change	Ibd to wirehouse
ZACKS INVESTMENT MANAGEMENT, INC.	COMMONWEALTH FINANCIAL NETWORK	Feb 9, 2009	Feb 21, 2009	12	Firm change	Other
CITICORP INVESTMENT SERVICES	ZACKS INVESTMENT MANAGEMENT, INC.	May 28, 2004	Jun 22, 2004	25	Firm change	Other
QUICK & REILLY, INC.	CITICORP INVESTMENT SERVICES	Aug 26, 2003	Aug 6, 2003	-20	Firm change	Other
MORGAN STANLEY DW INC.	QUICK & REILLY, INC.	Jun 3, 2002	Nov 26, 2002	176	Firm change	Other

Relationships

Registered with (8)

→ DYNAMICRegistered adviserregistration: current employment
Jan 2, 2025 to presentfactForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Dec 14, 2022 to Oct 11, 2024factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Nov 1, 2011 to Nov 25, 2022factForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: previous registration
Feb 21, 2009 to Dec 17, 2010factForm ADV
→ ZACKS INVESTMENT MANAGEMENT, INC.Registered adviserregistration: previous registration
Jun 22, 2004 to Feb 9, 2009factForm ADV
→ CITICORP INVESTMENT SERVICESRegistered adviserregistration: previous registration
Aug 6, 2003 to May 28, 2004factForm ADV
→ QUICK & REILLY, INC.Registered adviserregistration: previous registration
Nov 26, 2002 to Aug 26, 2003factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Feb 5, 1999 to Jun 3, 2002factForm ADV

Dated events

Occurred
Oct 11, 2024
Advisor changed firm
Jonas M Zamora left Morgan Stanley for Dynamic (registered 2025-01-02)
Form ADVobserved 6 days ago
Occurred
Nov 25, 2022
Advisor changed firm
Jonas M Zamora left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Morgan Stanley (registered 2022-12-14)
Form ADVobserved 6 days ago