Jonathan Blair Zeiger
Professional Summary
Jonathan Blair Zeiger, who also goes by Jon Zeiger, Jonathon Zeiger, is a registered financial advisor currently at USI ADVISORS located in Boca Raton, Florida. Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Jonathan has worked at 9 firms and has passed the Series 66, Series 65, Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jon Zeiger, Jonathon Zeiger
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
32 years in the financial services industry
Current & Past Employments
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Current Firm
USI ADVISORS | USICG ADVISORS INC. | USICG ADVISORS INC | USI ADVISORS, INC.
Contact Information
Main Address
95 Glastonbury Blvd. Suite 102, Glastonbury, CT 06033Phone Number
(860) 633-5283# of Employees
79SEC notice filing (49 States and Territories)
Registered to provide investment advisory services in 49 US states and territories.
Regulatory Assets Under Management
Total Number of Accounts
1,355AUM (Assets Under Management)
$56,282,631,536Similar Advisors
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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.
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Primary Firm SEC Registration
USI ADVISORS | USICG ADVISORS INC. | USICG ADVISORS INC | USI ADVISORS, INC.
State Registrations and Notice Filings
(11/5/2012)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Blair Zeiger's CRS (Customer Relationship Summary).
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