Jill A. Zins
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jill A Zins, who also goes by Jill A Kleinerman, Jill A Montgomery, Jill A Montgomery-kleinerman, was a registered financial advisor .
Jill is a previously registered financial advisor and started their career in finance in 1992. Jill had worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 6, 2014 - June 1, 2016
LINCOLN DOUGLAS INVESTMENTS, LLC
May 21, 2009 - August 11, 2014
KESTRA INVESTMENT SERVICES, LLC
February 7, 2008 - April 21, 2009
KESTRA INVESTMENT SERVICES, LLC
February 14, 2005 - March 9, 2007
FIFTH THIRD SECURITIES, INC.
March 27, 1999 - March 9, 2007
FIFTH THIRD SECURITIES, INC.
April 1, 1997 - March 27, 1999
FIFTH THIRD SECURITIES, INC.
April 22, 1992 - July 25, 1995
COMMERCE BROKERAGE SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
LINCOLN DOUGLAS INVESTMENTS, LLC
CRD#: 155578 / SEC#: 801-72438, 8-68728
Contact information
FINRA licenses (42 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 199 |
| AUM (Assets Under Management) | $ 97,644,384 |
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.
