James Tyler Zimmermann
Investment adviser representative at Equitable Advisors, LLC
11 yearsExperience
4 statesRegistered in
$47.3BFirm assets
48 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
11 years in the industry.
- Equitable Advisors, LLC.Dec 2025 to now
- InsarcartJun 2025 to now
- Edward JonesJun 2023 to Oct 2025
- Yardhouse - WayneMay 2022 to Jun 2022
- Riptydz HospitalityFeb 2022 to May 2022
- Law Offices of James C. ZimmermannJun 2019 to May 2023
- UnemployedSep 2018 to May 2019
- Lake George Steamboat CompanyJun 2018 to Aug 2018
- UnemployedNov 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 4 states (CT, NJ, NY, TX).
Equitable Advisors, LLC
$47.3BAssets managed
76,027Clients
4,640Advisers
48 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
- 7769837
- Firm CRD
- 6627