Unclaimed
Jonathan Henry Zimpleman is a financial advisor with Cetera Investment Advisers LLC. Jonathan has been in the financial services industry since 2003. Jonathan holds Series 7, 63, 66, 99TO and SIE securities licenses and is registered with the state of South Carolina. In addition to his role as a financial advisor, Jonathan also owns and operates AXIS WEALTH TRAINING LLC and AXIS WEALTH PLANNING LLC. Jonathan is also a member of the Finance Committee of the First Baptist Church.
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.
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.
1
2
SC
11/12/2020 - Present
Cetera Investment Advisers LLC (SUMTER SC)
SC
06/18/2012 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SUMTER SC)
SC
01/14/2003 - 06/20/2012
EDWARD JONES (SUMTER SC)
BOTH
Issued 1/9/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/16/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/13/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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