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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Henry Zimpleman is a financial advisor with Cetera Investment Advisers LLC located in Sumter, SC. Jonathan has been in the financial services industry since 2003 and has a strong background in investments and financial planning. Jonathan holds licenses in multiple states and has a diverse range of product and state exams including Series 66, 63, 7, 99TO and SIE. Jonathan has experience working with individuals, businesses, and charitable organizations. Previously Jonathan worked for First Allied Securities, Inc. and Edward Jones.
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 01/09/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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