Joe Morris Zimmerman
Investment adviser representative at Investment Research Corp
25 yearsExperience
1 stateRegistered in
$76.3MFirm assets
54 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
25 years in the industry.
- Investment Research CorporationJan 2021 to now
- World Capital Brokerage, Inc.Jan 2021 to now
- Sa Stone Investment Advisors Inc.Dec 2019 to Dec 2020
- Sa Stone Wealth Management Inc.Dec 2019 to Dec 2020
- Quest Capital Strategies, Inc.Nov 2001 to Dec 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2000
- Series 63 · Uniform Securities Agent State Law2000
State registrations
Registered as an investment adviser representative in 1 state (TX).
Investment Research Corp
$76.3MAssets managed
166Clients
15Advisers
54 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4166741
- Firm CRD
- 108208