We’re committed to those who think for themselves
$5 Billion +
200 Million +
At Zacks Trade, we’ve always been partial to independent thinkers. It takes courage to have faith in your own convictions and question conventional wisdom, especially when it’s your own money at stake. That’s why we treat every client with the utmost respect, regardless of their experience level. We’re committed to providing traders and investors like you with the cutting edge tools, research and customer support you need. So you’re free to pursue your investment goals the way YOU want.
We’ve championed self-directed investors since 1978, when our founder, Len Zacks, published a highly influential paper which first documented his innovative investment approach: analyzing earnings estimate revisions to predict stock movements.
That ultimately led to the creation of Zacks Investment Research (ZIR), based in Chicago for more than 30 years, and the establishment of LBMZ securities, the broker/dealer component of Zacks Group. Today, ZIR is the second largest independent equity research firm in North America, and Zacks Companies as a whole manage more than $5 billion in assets.
Despite that growth, we’ve never lost sight of our roots. Zacks Trade retains our founder’s independent spirit and rigorous, analytical approach in every aspect of our business. We continuously strive to make sure you have everything you need to be successful – your OWN way.
After discovering that Analyst Estimate Revisions are the most powerful force impacting stock prices, Len and Ben Zacks founded Zacks Investment Research more than 40 years ago to help individual investors use the patterns in Estimate Revisions to improve their portfolio performance. In 1982, the Zacks brothers created the metric of the Analyst based Earning Surprise, which evolved into the “meet or beat” paradigm that now underlies much of equity investing. Building on their success with the Earnings Surprise, they developed the Zacks Rank; A stock ranking system that incorporates both Earnings Surprises and Estimate Revisions into a 1 to 5 Rank for each stock (where 1 is best). The performance of the hypothetical portfolio of stocks with Zacks Rank = 1 has been confirmed by an independent accounting firm, assuming zero transaction costs and monthly rebalancing, to have been nearly 25 % per year over the last 30 years1. Zacks Trade is the only discount broker where all clients are able to use the Zacks Rank in building their portfolios. He holds a PhD in Mathematics from the Massachusetts Institute of Technology (MIT). He holds the FINRA Series 7 and 24 licenses
Jason brings more than 12 years of experience in the online brokerage industry. Jason has held senior management positions at Scottrade and OptionsHouse. He holds a BA in Economics and Criminal Justice from the University of Maryland – College Park. He holds FINRA Series 4, 7, 24, and 63 licenses.
Craig has more than 15 years of experience in compliance, with expertise in SEC, FINRA and state securities regulation. Craig is also FINRA arbitrator. He received an MBA from DePaul. He holds FINRA Series 4, 7, 24, 27, 57, 66, 87 and 99 licenses.
1. Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research is not a licensed securities dealer, broker or US investment adviser or investment bank. The Zacks #1 Rank Performance has been examined and attested by Baker Tilly Virchow Krause, LLP for each of the years in the period beginning on January 1, 1988 through December 31, 2015. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank # 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index.