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Jerome George Zimmerer

D. SCOTT NEAL, INC.·LEXINGTON, Kentucky
Clean record22 years registeredD. SCOTT NEAL, INC.
3292 EAGLE VIEW LANE, LEXINGTON, KY 40509CRD# 4359778Firm CRD# 110975

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jerome George Zimmerer · LEXINGTON, KY
Registration
CRD #4359778 · D. SCOTT NEAL, INC. · 22 years registered
Brand Profile
Not yet started
01

Career History

MERCER GLOBAL ADVISORS INC.
Apr 2025 – present
D. SCOTT NEAL, INC.
Sep 2003 – Nov 2025
Louisville, KY
02

Registrations & Exams

Registration record
First registered · September 5, 2003
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
D. SCOTT NEAL, INC.
CRD 110975 · SEC 801-60070
AUM
$304M
Regulatory assets under management
Employees
10
1,333 client accounts
Services offered by D. SCOTT NEAL, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at D. SCOTT NEAL, INC. →
Introduction

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05

Frequently Asked Questions

What services does Jerome George Zimmerer offer?
Jerome George Zimmerer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LEXINGTON, Kentucky for a consultation.
What are Jerome George Zimmerer's credentials?
Jerome George Zimmerer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jerome George Zimmerer located?
Jerome George Zimmerer is based in LEXINGTON, Kentucky, working with D. SCOTT NEAL, INC.. Their office serves clients in the LEXINGTON metropolitan area and surrounding communities.
How does Jerome George Zimmerer charge for services?
Jerome George Zimmerer's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is D. SCOTT NEAL, INC.?
D. SCOTT NEAL, INC. has approximately 10 employees and manages $304M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at D. SCOTT NEAL, INC.

Richard Laurence Coles
LEXINGTON, KY
David Scott Neal
LEXINGTON, KY

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Research
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