Jared R. Ziment
Professional summary
Jared Ray Ziment, who also goes by Jared R Ziment, Jared Ziment, is a registered financial advisor currently at ZIMENT FINANCIAL ADVISORS, INC. located in Princeton Junction, New Jersey.
Jared is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jared has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jared Ray Ziment's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 5, 2024 - Present
ZIMENT FINANCIAL ADVISORS, INC.
September 12, 2023 - November 20, 2023
CABRERA CAPITAL MARKETS, LLC
August 7, 2015 - September 21, 2023
MORGAN STANLEY & CO. LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/9/2024)
(7/5/2024)
Exams
Current Firm
ZIMENT FINANCIAL ADVISORS, INC.
CRD#: 123850 / SEC#: 801-67928
Contact information
Regulatory assets under management
| Total Number of Accounts | 57 |
| AUM (Assets Under Management) | $ 47,760,772 |
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.
