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Jon Zimmerman

INDEXIQ ADVISORS LLC·RYE BROOK, New York
Unclaimed Profile
800 WESTCHESTER AVENUE, RYE BROOK, NY 10573CRD# 6921502Firm CRD# 144790
01

About

Jon Zimmerman is a registered financial advisor based in RYE BROOK, New York, affiliated with INDEXIQ ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
INDEXIQ ADVISORS LLC
INDEXIQ ADVISORS LLC
AUM
$10.4B
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at INDEXIQ ADVISORS LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6921502
Firm CRD# 144790
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jon Zimmerman offer?
Jon Zimmerman specializes in Investment Management, Wealth Management. Contact their office in RYE BROOK, New York for a consultation.
What are Jon Zimmerman's credentials?
Jon Zimmerman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jon Zimmerman located?
Jon Zimmerman is based in RYE BROOK, New York, working with INDEXIQ ADVISORS LLC. Their office serves clients in the RYE BROOK metropolitan area and surrounding communities.
How does Jon Zimmerman charge for services?
Jon Zimmerman'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 INDEXIQ ADVISORS LLC?
INDEXIQ ADVISORS LLC has approximately 8 employees and manages $10.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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