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James Edward Zimmerman

Beaird Harris

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About James Edward Zimmerman

James Edward Zimmerman is a financial advisor registered with Beaird Harris. James Edward Zimmerman is also a Certified Financial Planner. James Edward Zimmerman has over 17 years of experience in the financial services industry. James Edward Zimmerman has been registered with Beaird Harris since April 2015. Prior to that, James Edward Zimmerman was registered with Fidelity Brokerage Services LLC. James Edward Zimmerman specializes in providing financial planning and portfolio management services to individuals, families, and businesses.

Firm Information

James Zimmerman is currently registered with Beaird Harris. Beaird Harris is a financial advisory firm based in Dallas, Texas. They offer financial planning, portfolio management, and pension consulting services to individuals, families, businesses, charitable organizations, and pension and profit sharing plans. Beaird Harris has approximately 1669836738 dollars in regulatory assets under management.
Beaird Harris

5005 LYNDON B JOHNSON FWY

DALLAS, TX 75244

$1.67B

Assets Under Management

Not reported

Total Clients

17

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Zimmerman’s Registration & Firm History

TX

04/22/2015 - Present

Beaird Harris (DALLAS TX)

TX

11/06/1998 - 05/20/2015

FIDELITY BROKERAGE SERVICES LLC (PLANO TX)

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Licenses & Designations

BOTH

Issued 11/03/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/19/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/20/2015

SIE - Securities Industry Essentials Examination

BC

Issued 11/05/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Edward Zimmerman.
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