Jeffery A. Wimer
Professional summary
Jeffery Alan Wimer, who also goes by Jeffrey Alan Wimer, is a registered financial advisor currently at WIMER INVESTMENT MANAGEMENT located in Scotch Plains, New Jersey.
Jeffery is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Jeffery has worked at 6 firms and has passed the Series 65, Series 66, Series 63, SIE, Series 7, Series 24, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffery Alan Wimer's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 6, 2024 - Present
WIMER INVESTMENT MANAGEMENT
August 5, 2016 - March 21, 2024
CITIGROUP GLOBAL MARKETS INC.
March 13, 2012 - March 21, 2024
CITIGROUP GLOBAL MARKETS INC.
February 20, 2007 - February 6, 2012
E*TRADE SECURITIES LLC
January 14, 1999 - February 5, 2007
TD AMERITRADE, INC.
July 27, 1998 - October 9, 1998
SHARPE CAPITAL, INC.
June 22, 1998 - August 13, 1998
CANTONE RESEARCH INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/6/2024)
(9/12/2024)
(12/18/2024)
Exams
Current Firm
WIMER INVESTMENT MANAGEMENT
CRD#: 331342 / SEC#: 801-130348
Contact information
Regulatory assets under management
| Total Number of Accounts | 26 |
| AUM (Assets Under Management) | $ 69,025,545 |
Red Flags
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