Jordan Paul Zimmerman
Investment adviser representative at Osaic Wealth, Inc.
9 yearsExperience
3 statesRegistered in
$234.9BFirm assets
29 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
- Pension consulting
- Seminars and workshops
Experience
9 years in the industry.
- Osaic Wealth, Inc.Oct 2025 to now
- Ameriprise Financial Services, LLCApr 2025 to Oct 2025
- Osaic Wealth, Inc.Jun 2024 to Apr 2025
- Securities America AdvisorsMar 2022 to Jun 2024
- Securities America, Inc.Sep 2021 to Jun 2024
- Cedar Creek Golf ClubMar 2021 to Sep 2021
- Michigan State UniversitySep 2020 to Jul 2021
- UnemployedMar 2020 to Nov 2020
- Los Angeles Angels of AnaheimJun 2016 to Mar 2020
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (MN, TX, WI).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 7450853
- Firm CRD
- 23131