JZ
Jamie B. Zinkhan
CETERA INVESTMENT ADVISERS LLC
Lakewood Ranch, FL 34240
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CRD#: 4889521
JZ
Professional summary
Jamie Beth Zinkhan, who also goes by Jamie Beth Kochin, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Lakewood Ranch, Florida and CETERA WEALTH SERVICES, LLC located in Lakewood Ranch, Florida.
Jamie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Jamie has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jamie Beth Kochin
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.
1) AKSALA WEALTH ADVISORS, LLC POSITION: Employee NATURE: Financial Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/10/2018 ADDRESS: 6260 Lake Osprey Drive, Lakewood Ranch FL 34240, United States DESCRIPTION: Client phone calls/interactions 2) NON-AVANTAX PROFESSIONAL UTILIZES OUR FIRM'S OFFICE TO MEET WITH HIS CLIENTS (PATRICK SMITH, ESTATE PLANNING ATTORNEY) POSITION: I don't have a position NATURE: Patrick L Smith, Estate Planning Attorney, meets with his clients in our firm's office twice per month. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2024 ADDRESS: 6260 Lake Osprey Dr, Lakewood Ranch FL 34240, United States DESCRIPTION: Greet Patrick's clients Provide them a beverage Serve as witness for Patrick's clients when they execute/sign their estate planning documents
CRS (Client Relationship Summary) - RIA
Click below to view Jamie Beth Zinkhan'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®
NoneExperience
Current
August 12, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 6260 Lake Osprey Dr, Lakewood Ranch, FL 34240RIA
CRD#: 105644
Lakewood Ranch, FL
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 6260 Lake Osprey Dr, Lakewood Ranch, FL 34240BD
CRD#: 13572
Lakewood Ranch, FL
Past
November 15, 2018 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Lakewood Ranch, FL
Past
November 12, 2018 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Lakewood Ranch, FL
Past
March 12, 2007 - November 29, 2018
ROBERT W. BAIRD & CO. INCORPORATED
RIA
CRD#: 8158
SARASOTA, FL
Past
March 9, 2007 - November 29, 2018
ROBERT W. BAIRD & CO. INCORPORATED
BD
CRD#: 8158
SARASOTA, FL
Past
July 22, 2005 - March 12, 2007
RAYMOND JAMES & ASSOCIATES, INC.
RIA
CRD#: 705
SARASOTA, FL
Past
January 26, 2005 - March 12, 2007
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
SARASOTA, 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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(9/5/2025)
RR
Arizona(9/5/2025)
RR
California(9/5/2025)
RR
Colorado(9/5/2025)
RR
Connecticut(9/5/2025)
IAR
Florida(8/12/2025)
RR
Florida(9/5/2025)
RR
Georgia(9/5/2025)
RR
Iowa(9/5/2025)
RR
Kentucky(9/5/2025)
RR
Louisiana(9/5/2025)
RR
Maryland(9/5/2025)
RR
Massachusetts(9/5/2025)
RR
Michigan(9/5/2025)
RR
Minnesota(9/5/2025)
RR
Mississippi(9/5/2025)
RR
New Jersey(9/5/2025)
RR
New York(9/5/2025)
RR
North Carolina(9/5/2025)
RR
Ohio(9/5/2025)
RR
Pennsylvania(9/5/2025)
RR
South Carolina(9/5/2025)
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
RR
Vermont(9/5/2025)
RR
Virginia(9/5/2025)
RR
Wisconsin(9/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
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.
