John Samuel Harris
Investment adviser representative at Zimmerman Wealth Management, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$472.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Zimmerman Wealth Management, LLCAug 2025 to now
- PathstoneJun 2021 to Jul 2025
- Valic Financial Advisors, Inc.Jan 2019 to Jun 2021
- Texas Tech UniversityJun 2017 to Dec 2018
- C.H. RobinsonAug 2014 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (IL).
Zimmerman Wealth Management, LLC
$472.4MAssets managed
225Clients
6Advisers
23 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
- 7054990
- Firm CRD
- 127526