Plan the retirement.
Build the legacy.
JEZ Capital helps you plan for retirement and build wealth to pass on to the generations that follow — with the independence of a boutique practice and the resources of an established brokerage.
Years of experience in financial services
in Client Assets Under Management at Garden State Securities, Inc.*
Over 350 clients
Our focus
Retirement, and the generations that follow
Most of our work comes down to two questions: will your money support the life you want in retirement, and what will it do for your family after that? JEZ Capital plans for both, together.
We coordinate your IRAs, workplace plans and investments into one retirement plan — then put estate, education and tax plans in place so what you've built can be passed on with intention.
The best financial plans are measured in generations, not quarters.The JEZ Capital philosophy
Asset custody
Safekeeping for your assets
Your assets are held with Charles Schwab or Axos Clearing, depending on your account, while JEZ Capital focuses on your financial plan and investment strategy.
These established custodians provide the infrastructure for safekeeping your investments, maintaining account records, and accessing your account information.
* Jason Zwibel offers securities through Garden State Securities, Inc., a broker/dealer with over $1 billion in client assets as of December 31, 2025.
Get started
Let's talk about where you're headed.
Tell us about your goals for retirement and for your family. We'll respond as promptly as registration rules allow.