Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Zimmerman is a financial advisor registered with Edward Jones. Jon has been working in the securities industry since 2017. He is licensed to offer securities products in Arizona, Colorado, Florida, Georgia, Idaho, Michigan, Missouri, Nevada, New York, North Carolina, Pennsylvania, Tennessee, Texas, and Washington. Jon holds the following securities licenses: Series 7, Series 66, and SIE. In addition to holding a license as a Registered Representative, Jon is registered as an Investment Advisor Representative in Colorado and Texas. He specializes in working with individuals, corporations, partnerships, investment clubs, limited liability companies, charitable organizations, and pension and profit-sharing plans. Jon has experience in providing financial planning, portfolio management, and selection of other advisors.
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.
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.
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.
See schedule d - miscellaneous
1
2
CO
12/26/2023 - Present
Edward Jones (LAKEWOOD CO)
BOTH
Issued 12/12/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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