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Jerome George Zimmerer

D. SCOTT NEAL, INC.·LEXINGTON, Kentucky
Clean recordD. 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jerome George Zimmerer is a registered financial advisor based in LEXINGTON, Kentucky, affiliated with D. SCOTT NEAL, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
D. SCOTT NEAL, INC.
D. SCOTT NEAL, INC.
AUM
$304M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at D. SCOTT NEAL, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4359778
Firm CRD# 110975
View on FINRA BrokerCheck →

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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
Rodney Alsup
LEXINGTON, KY

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Kentucky
LOUISVILLE (237)COVINGTON (52)FT. WRIGHT (21)PROSPECT (9)BOWLING GREEN (7)WADDY (6)RICHMOND (5)ELIZABETHTOWN (5)HEBRON (5)FT. MITCHELL (4)
City Guides
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Research
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