Zacks Investment Management, Inc.

9 Marks

LLC

First Filed:Jul 20, 2021Latest Filed:Aug 13, 2025Address:101 N Wacker Drive, Chicago, IL 60606

Portfolio Overview

Registered

6(67%)

Pending

1(11%)

Dead

2(22%)

Top Classes

Class 35

Advertising, Business Services & Retail

7(78%)

Class 36

Insurance, Financial Services & Real Estate

1(11%)

Class 42

Software, IT Services & Scientific Research

1(11%)

TTAB Proceedings

No litigation activity

Top Firms

Latimer LeVay Fyock LLC(Aug 2025)

Trademark Portfolio

9 results

(current & previous marks)

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Ownership

Current9

Previous0

Status

Registered6

Pending1

Cancelled0

Abandoned2

Expired0

Mark Type

Word5

Stylized0

Design3

Combined1

NonVisual0

Class 357

Class 361

Class 421

ZACKSONE

Service Mark

Word

ITU

PENDING

Owner:

Serial:99335370

Filed:Aug 13, 2025

Classes:42

Goods & Services

Online portal for financial advisors to access proprietary model investment portfolios and strategies; Online portal that provides subscribers with the ability to manage investment portfolios, analyze portfolios of securities, create reports such as performance reporting, generate proposals, utilize model portfolios, financial and securities data and access to financial services, namely, financial analysis, research and management services; Automated investment and financial management; Electronic financial trading services; Online portal for subscribers and users for use in the trading of securities; Online portal which provides subscribers with access to customer relationship management (CRM) system.

98000992

Service Mark

Design

REGISTERED

Owner:

Serial:98000992

Filed:May 17, 2023

Classes:36

Registration:7322764

Registered:Mar 5, 2024

Goods & Services

Financial advice; Financial asset management; Financial management; Financial planning; Investment advisory services; Investment of funds for others; Financial services, namely, wealth management services

ZACKS EARNINGS CONSISTENT PORTFOLIO ETF

Service Mark

Word

REGISTERED

Owner:

Serial:97796413

Filed:Feb 15, 2023

Classes:35

Registration:7331590

Registered:Mar 19, 2024

Goods & Services

"EARNINGS" AND "PORTFOLIO ETF"

ZECP

Service Mark

Word

REGISTERED

Owner:

Serial:97114014

Filed:Nov 8, 2021

Classes:35

Registration:7088259

Registered:Jun 20, 2023

Goods & Services

Financial services, namely, providing and updating information on a financial index featuring selected group of stocks forming a stock index, model portfolio or stocks and exchange traded fund (ETFs)

97087540

Service Mark

Design

REGISTERED

Owner:

Serial:97087540

Filed:Oct 22, 2021

Classes:35

Registration:7058632

Registered:May 23, 2023

Goods & Services

97077021

Service Mark

Design

REGISTERED

Owner:

Serial:97077021

Filed:Oct 15, 2021

Classes:35

Registration:7058582

Registered:May 23, 2023

Goods & Services

ZACKS OUR RESEARCH. YOUR SUCCESS.

Service Mark

Combined

REGISTERED

Owner:

Serial:97077031

Filed:Oct 15, 2021

Classes:35

Registration:7034127

Registered:Apr 25, 2023

Goods & Services

Financial services, namely, providing and updating information on a financial index featuring selected group of stocks forming a stock index, model portfolio or stocks and exchange traded fund (ETFs); Providing financial indices for others | Financial data analysis; Providing a means for investors to create their own watch portfolio of stocks, mutual funds and exchange traded fund (ETFs) to track and obtain investment information; Financial research and information services