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Jeffrey Ira Ziment

ZIMENT FINANCIAL ADVISORS, INC.·PRINCETON JUNCTION, New Jersey
Clean recordZIMENT 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeffrey Ira Ziment is a registered financial advisor based in PRINCETON JUNCTION, New Jersey, affiliated with ZIMENT FINANCIAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ZIMENT FINANCIAL ADVISORS, INC.
ZIMENT FINANCIAL ADVISORS, INC.
AUM
$40M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at ZIMENT FINANCIAL ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1687232
Firm CRD# 123850
View on FINRA BrokerCheck →

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05

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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