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JZ

Jeffrey M. Zimmerman

ZIMMERMAN CAPITAL MANAGEMENT
Salem, OH 44460
Some features on this profile are disabled
CRD#: 1649698
JZ

Professional summary

Jeffrey M Zimmerman, CFP®, who also goes by Jeff Zimmerman, Jeffrey Myron Zimmerman, is a registered financial advisor currently at ZIMMERMAN CAPITAL MANAGEMENT located in Salem, Ohio.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Jeffrey has worked at 3 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jeff Zimmerman | Jeffrey Myron Zimmerman

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey M Zimmerman's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 1990

Experience

Current

March 10, 2008 - Present

ZIMMERMAN CAPITAL MANAGEMENT

Office #1: 1450 Franklin Ave., Salem, OH 44460
RIA
CRD#: 120619
Salem, OH
Past

January 13, 1989 - October 24, 2000

ALLEGHENY INVESTMENTS, LTD.

BD
CRD#: 7597
PITTSBURGH, PA
Past

March 30, 1987 - September 13, 1988

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Ohio
(3/10/2008)

Exams

State Security Law Exam
RR
Series 63
Date: 3/23/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 3/21/1987
General Securities Representative Examination

Current Firm

ZC
ZIMMERMAN CAPITAL MANAGEMENT
ZIMMERMAN CAPITAL MANAGEMENT | ZIMMERMAN, JEFFREY MYRON | ZIMMERMAN CAPITAL MANAGEMENT, LLC

CRD#: 120619 / SEC#:

Ohio
Registered Investment Advisory firm - (1/1/2000 Approved)
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Contact information

Main Address
1450 Franklin Ave., Salem, OH 44460
Mailing Address
P. O. Box 201, Salem, OH 44460
Phone number
(330) 332-4261
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts170
AUM (Assets Under Management)$ 84,222,319

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ZIMMERMAN CAPITAL MANAGEMENT

CRD#: 120619Salem, OH 44460

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