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Zahid J

Series 66

San Francisco, CA

Onus Observer LLC

Zahid Jafry is a financial advisor at Onus Observer LLC in San Francisco, CA, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Rootlogix LLC, Zerodown, Merrill, EvaBot, and Stilt. Onus Observer LLC provides discretionary asset management, financial planning, and consulting services, including non-discretionary advisory work for third-party managers. The firm customizes portfolios and plans based on client goals, time horizons, and risk tolerances, employing fundamental and cyclical analysis, and offers strategies such as option writing and cash-management platform recommendations.

Income planning Cash flow / budgeting Long-term care insurance Tax-loss harvesting Options & derivatives strategies
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