Jeffrey Jon Zimmer
Investment adviser representative at Osaic Institutions, Inc.
11 yearsExperience
2 statesRegistered in
$6.5BFirm assets
19 yearsFirm in business
Are you Jeffrey Jon Zimmer? Claim your profile
Contact this firm
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
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Osaic Institutions, Inc.Jul 2025 to now
- Ameriprise Financial Services, LLCMay 2024 to Jul 2025
- LPL Financial LLCJul 2017 to May 2024
- Bankers BankJun 2017 to May 2024
- American Family InsuranceMar 2017 to Jun 2017
- Ameriprise Financial Services, Inc.Apr 2015 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 2 states (NJ, WI).
Osaic Institutions, Inc.
$6.5BAssets managed
16,312Clients
537Advisers
19 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
- 4374492
- Firm CRD
- 35371