linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jerome George Zimmerer

D. Scott Neal, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jerome? Claim Your Profile

About Jerome George Zimmerer

Jerome George Zimmerer is a financial advisor who has been in the industry since 2000. He is currently registered with D. Scott Neal, Inc. and holds a Certified Financial Planner (CFP) and a Personal Financial Specialist (PFS) designation. Jerome Zimmerer is registered as an Investment Advisor Representative in Indiana, Kentucky, North Carolina, and Texas. He is a member of the financial planning community and is dedicated to providing financial advice to individuals and families. Jerome Zimmerer specializes in helping clients with financial planning, portfolio management, and educational seminars. D. Scott Neal, Inc. is an independent investment advisory firm that provides financial services to individuals, families, and businesses. The firm has been in business since 2001 and is headquartered in Lexington, Kentucky. D. Scott Neal, Inc. has a team of experienced financial professionals who are dedicated to providing their clients with the highest quality financial advice. The firm offers a wide range of financial services, including financial planning, portfolio management, retirement planning, and estate planning.

Firm Information

Jerome Zimmerer is currently registered with D. Scott Neal, Inc.. D. Scott Neal, Inc. is an investment advisor based in Lexington, Kentucky. The firm provides financial planning, portfolio management for businesses and individuals, and educational seminars. They manage approximately $352 million in assets for a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth.
D. Scott Neal, Inc.

3292 EAGLE VIEW LANE

LEXINGTON, KY 40509

$352.03M

Assets Under Management

Not reported

Total Clients

5

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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jerome Zimmerer’s Registration & Firm History

KY

05/27/2008 - Present

D. Scott Neal, Inc. (Louisville KY)

Not sure if Jerome George Zimmerer is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jerome George Zimmerer.
Not sure if Jerome George Zimmerer is right for you?