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Jason Reed Zimmerman

SCHECHTER PRIVATE CAPITAL, LLC·BIRMINGHAM, Michigan
SIE, Series 6, Series 63Clean recordSCHECHTER PRIVATE CAPITAL, LLC
251 PIERCE STREET, BIRMINGHAM, MI 48009CRD# 2672423Firm CRD# 289491

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jason Reed Zimmerman · BIRMINGHAM, MI
Registration
CRD #2672423 · SCHECHTER PRIVATE CAPITAL, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
SCHECHTER PRIVATE CAPITAL, LLC
CRD 289491 · SEC 801-111831
AUM
$389M
Regulatory assets under management
Employees
4
39 client accounts
Services offered by SCHECHTER PRIVATE CAPITAL, LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at SCHECHTER PRIVATE CAPITAL, LLC →
Introduction

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Frequently Asked Questions

What services does Jason Reed Zimmerman offer?
Jason Reed Zimmerman specializes in Retirement Planning. Contact their office in BIRMINGHAM, Michigan for a consultation.
What are Jason Reed Zimmerman's credentials?
Jason Reed Zimmerman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason Reed Zimmerman located?
Jason Reed Zimmerman is based in BIRMINGHAM, Michigan, working with SCHECHTER PRIVATE CAPITAL, LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.
How does Jason Reed Zimmerman charge for services?
Jason Reed Zimmerman's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SCHECHTER PRIVATE CAPITAL, LLC?
SCHECHTER PRIVATE CAPITAL, LLC has approximately 4 employees and manages $389M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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