Jamie Z. Platt
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.
Jamie Zimmerman Platt, who also goes by Jamie Zimmerman, was a registered financial professional .
Jamie is a previously registered financial professional and started their career in finance in 2003. Jamie had worked at 8 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 14, 2022 - November 3, 2025
BLACKSTONE SECURITIES PARTNERS L.P.
September 17, 2014 - May 23, 2022
DWS DISTRIBUTORS, INC.
May 9, 2006 - August 18, 2014
COHEN & STEERS SECURITIES, LLC
December 1, 2005 - December 20, 2005
FRANKLIN DISTRIBUTORS, LLC
December 13, 2004 - December 16, 2005
CITIGROUP GLOBAL MARKETS INC.
December 13, 2004 - December 1, 2005
CITIGROUP GLOBAL MARKETS INC.
January 27, 2004 - October 22, 2004
J.P. MORGAN INVESTMENT MANAGEMENT INC.
May 29, 2003 - October 22, 2004
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
January 2, 2003 - May 9, 2003
MORGAN STANLEY DW 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
BLACKSTONE SECURITIES PARTNERS L.P.
CRD#: 17917 / SEC#: , 8-35941
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| BLACKSTONE GROUP HOLDINGS L.P. | LIMITED PARTNER | |
| BALLAS, ZACHARY | DESIGNATED PRINCIPAL | 6563232 |
| BLACKSTONE ADVISORY SERVICES L.L.C. | GENERAL PARTNER | |
| DEROSE, ANTHONY | CHIEF COMPLIANCE OFFICER | 5553578 |
| PAYNE, DAVID BRYAN | CHIEF FINANCIAL OFFICER, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER, FINOP | 4984877 |
| SCHWARZMAN, STEPHEN ALLEN | CHAIRMAN & CEO | 861435 |
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.
