Jonathan B. Zeiger

USI ADVISORS

Boca Raton, FL 33431

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CRD#: 2447142

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jon Zeiger | Jonathon Zeiger

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 Jonathan Blair Zeiger'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®

None

Experience

Current

November 5, 2012 - Present

USI ADVISORS

Office #1: 2255 Glades Road Suite 412e, Boca Raton, FL 33431

RIA

CRD#: 108113

Boca Raton, FL

Past

November 10, 2009 - September 12, 2022

USI SECURITIES, INC.

CRD#: 43793

FORT LAUDERDALE, FL

Past

July 23, 2007 - January 28, 2009

MML INVESTORS SERVICES, LLC

CRD#: 10409

FT LAUDERDALE, FL

Past

June 11, 2007 - February 10, 2009

CAPITAL PLANNING GROUP, LLC

CRD#: 47397

FT. LAUDERDALE, FL

Past

May 25, 2004 - December 31, 2005

WORLD CHOICE SECURITIES, INC.

CRD#: 30933

BEDFORD, TX

Past

June 9, 1999 - December 31, 2002

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

CRD#: 18353

NEWARK, NJ

Past

November 7, 1997 - April 28, 1999

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

September 30, 1994 - November 29, 1995

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

DETROIT, MI

Past

March 18, 1994 - July 22, 1994

BILTMORE SECURITIES, INC.

CRD#: 25023

FT. LAUDERDALE, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

USI ADVISORS

USI ADVISORS | USICG ADVISORS INC. | USICG ADVISORS INC | USI ADVISORS, INC.

CRD#: 108113 / SEC#: 801-56622

RIA

Registered Investment Advisory firm - (6/18/1999 Approved)

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

Florida
(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

State Security Law Exam

IAR

Series 66

Date: 10/11/2012

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 11/14/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/25/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/17/1994

General Securities Representative Examination

Current Firm

USI ADVISORS

USI ADVISORS | USICG ADVISORS INC. | USICG ADVISORS INC | USI ADVISORS, INC.

CRD#: 108113 / SEC#: 801-56622

RIA

Registered Investment Advisory firm - (6/18/1999 Approved)

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Contact information

Main Address

95 Glastonbury Blvd. Suite 102, Glastonbury, CT 06033

Mailing Address

Phone number

(860) 633-5283

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (49 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

USIA ADV 2A - JULY 2025 (7/3/2025)

Regulatory assets under management

Total Number of Accounts	1,346
AUM (Assets Under Management)	$ 48,864,913,348

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.

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Advisor Monitoring

Firm Stability Insights

Jonathan B. Zeiger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Blair Zeiger's CRS (Customer Relationship Summary).

Certified licenses

Experience

USI SECURITIES, INC.

MML INVESTORS SERVICES, LLC

CAPITAL PLANNING GROUP, LLC

WORLD CHOICE SECURITIES, INC.

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

PRUDENTIAL EQUITY GROUP, LLC

AMERIPRISE ADVISOR SERVICES, INC.

BILTMORE SECURITIES, INC.

Primary Firm SEC Registration

USI ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 10/11/2012

Series 65

Date: 11/14/1997

Series 63

Date: 3/25/1994

SIE

Date: 10/1/2018

Series 7

Date: 3/17/1994

Current Firm

USI ADVISORS

Contact information

SEC notice filing (49 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

USI ADVISORS

TRUST BUT VERIFY

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