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Jeffrey Ira Ziment

ZIMENT FINANCIAL ADVISORS, INC.·PRINCETON JUNCTION, New Jersey
Series 7, Series 63Clean record23 years registeredZIMENT FINANCIAL ADVISORS, INC.
186 PRINCETON-HIGHTSTOWN ROAD, PRINCETON JUNCTION, NJ 08550CRD# 1687232Firm CRD# 123850

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Ira Ziment · PRINCETON JUNCTION, NJ
Registration
CRD #1687232 · ZIMENT FINANCIAL ADVISORS, INC. · 23 years registered
Brand Profile
Not yet started
01

Career History

ZIMENT FINANCIAL ADVISORS, INC.
Jan 2003 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · January 29, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ZIMENT FINANCIAL ADVISORS, INC.
CRD 123850 · SEC 801-67928
AUM
$40M
Regulatory assets under management
Employees
1
24 client accounts
Services offered by ZIMENT FINANCIAL ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ZIMENT FINANCIAL ADVISORS, INC. →
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Frequently Asked Questions

What services does Jeffrey Ira Ziment offer?
Jeffrey Ira Ziment specializes in Financial Planning, Investment Management. Contact their office in PRINCETON JUNCTION, New Jersey for a consultation.
What are Jeffrey Ira Ziment's credentials?
Jeffrey Ira Ziment is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Ira Ziment located?
Jeffrey Ira Ziment is based in PRINCETON JUNCTION, New Jersey, working with ZIMENT FINANCIAL ADVISORS, INC.. Their office serves clients in the PRINCETON JUNCTION metropolitan area and surrounding communities.
How does Jeffrey Ira Ziment charge for services?
Jeffrey Ira Ziment's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ZIMENT FINANCIAL ADVISORS, INC.?
ZIMENT FINANCIAL ADVISORS, INC. has approximately 1 employees and manages $40M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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