Jay S. Wimmer
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.
Jay Stephen Wimmer was a registered financial professional .
Jay is a previously registered financial professional and started their career in finance in 1996. Jay had worked at 4 firms and has passed the Series 65, Series 63 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
April 4, 2012 - December 31, 2012
WIMMER CONSULTING, LLC
April 2, 2012 - October 23, 2024
WIMMER CONSULTING, LLC
February 3, 2009 - December 31, 2011
WIMMER CONSULTING, LLC
March 13, 2001 - April 30, 2002
CBIZ FINANCIAL SOLUTIONS, INC.
June 1, 1998 - April 5, 2001
OSAIC FA, INC.
November 8, 1996 - June 1, 1998
LINCOLN FINANCIAL DISTRIBUTORS, 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
WIMMER CONSULTING, LLC
CRD#: 120976 / SEC#: 801-126420
Contact information
Regulatory assets under management
| Total Number of Accounts | 29 |
| AUM (Assets Under Management) | $ 105,867,025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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