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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Jon Zimmer is a financial advisor with over 20 years of experience in the financial services industry. Jeffrey has worked for several prominent firms including Waddell & Reed, Inc., Ameriprise Financial Services, Inc., LPL Financial LLC, and CUNA Brokerage Services, Inc. He currently works for Ameriprise Financial Services, LLC as a Registered Representative in West Orange, NJ. Jeffrey holds Series 7, 24, 31, 51 and 66 licenses and offers a range of financial services to individuals, businesses, trusts, estates, and retirement plans.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NJ
05/20/2024 - Present
Ameriprise Financial Services, LLC (West Orange NJ)
WI
07/05/2017 - 05/16/2024
LPL FINANCIAL LLC (MADISON WI)
WI
04/15/2015 - 03/14/2017
AMERIPRISE FINANCIAL SERVICES, INC. (Madison WI)
WI
09/23/2013 - 05/01/2015
LPL FINANCIAL LLC (RICHLAND CENTER WI)
WI
02/27/2013 - 09/03/2013
WADDELL & REED, INC. (MADISON WI)
WI
07/26/2007 - 02/27/2013
CUNA BROKERAGE SERVICES, INC. (MADISON WI)
WI
09/30/2004 - 07/13/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MADISON WI)
MN
09/30/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
12/17/2001 - 08/20/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
MN
05/14/2001 - 05/18/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/14/2001 - 05/18/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/18/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/03/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/11/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 05/10/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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