Jimmy J. Zheng
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.
Jimmy Jiaming Zheng was a registered financial professional .
Jimmy is a previously registered financial professional and started their career in finance in 2018. Jimmy had worked at 2 firms and has passed the Series 65, SIE and Series 82 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 11, 2018 - December 31, 2024
PATAGONIA WEALTH ADVISORS
January 24, 2018 - March 8, 2022
ELEVATE CAPITAL LLC
State Registrations and Notice Filings
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Exams
Current Firm
PATAGONIA WEALTH ADVISORS
CRD#: 153856 / SEC#: 801-71545
Contact information
Regulatory assets under management
| Total Number of Accounts | 4 |
| AUM (Assets Under Management) | $ 41,000,000 |
Red Flags
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