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.

Current firm

SUPERIOR PLANNING WEALTH MANAGEMENT & FAMILY OFFICE

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

Nov 13, 2009earliest registration or exam on IAPD

Years in industry

16derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S66

First exam

Nov 13, 2009

First registration

Nov 16, 2009

Dual registered

no

Other names

ZACHERY DAVID JONES

IAPD individual key

5676694

• Occurred

  Sep 5, 2024
  Advisor changed firm

  Zachary David Jones left Raymond James & Associates, Inc. for Superior Planning Wealth Management & Family Office (registered 2024-09-20)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:fcdb3d74-287e-490b-0b79-5616885cb871

First observed

Nov 16, 2009

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.