Zachary Adam Bush
Investment Adviser Representative at W.a. Smith Financial Group
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Zachary Adam Bush is an investment adviser representative with W.a. Smith Financial Group in Sheffield Village, OH, where they have been registered since 2022. They have worked in the securities industry since 2012 and have been registered with 6 firms, including J.p. Morgan Securities LLC and TD Ameritrade, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Ohio.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Ohio
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- TD AmeritradeJun 2016 – Jan 2021Beachwood, OH
- TD Ameritrade Investment Management, LLCJul 2016 – Dec 2020Beachwood, OH
- unemployedFeb 2021 – Feb 2021wadsworth, OH
- JP Morgan Chase BANK, N.A.Mar 2021 – Jan 2022canton, OH
- JP Morgan Securities, LLCMar 2021 – Jan 2022canton, OH
- Great Lakes RetirementJan 2022 – Oct 2026Sheffield Village, OH
- W.A. Smith Financial GroupJan 2022 – Oct 2026Sheffield Village, OH
- Momentum Wealth PartnersOct 2026 – no end date reportedAkron, OH
- Raymond James Financial Services Advisors, Inc.Oct 2026 – no end date reportedAkron, OH
- Raymond James Financial Services, Inc.Oct 2026 – no end date reportedAkron, OH
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About W.a. Smith Financial Group
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Firm account minimum
- $250,000 (waivable)
- $0 - $500,0001.50%
- $500,001 - $1,500,0001.10%
- $1,500,001 - $2,500,0000.95%
- $2,500,001 - $5,000,0000.85%
+2 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Retirement income planning and money management, including a Stoplight Analysis retirement assessment tool.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 12
- Offices listed on AdvisorFinder:
- 4
- Main office:
- Sandusky, OH
- SEC file number:
- 801-110042
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 18, 2026
View full firm profileOther advisors at W.a. Smith Financial Group
11 other advisors in the directory
Similar advisors in Sheffield Village, OH
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Zachary Adam Bush has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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