Unclaimed Profile

Jay Stephen Wimmer

WIMMER CONSULTING, LLC·IRVING, Texas

Series 6, Series 63, Series 6517 years registeredWIMMER CONSULTING, LLC

2101 GATEWAY DRIVE, IRVING, TX 75038CRD# 2801898Firm CRD# 120976

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jay Stephen Wimmer · IRVING, TX

Registration

CRD #2801898 · WIMMER CONSULTING, LLC · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WIMMER CONSULTING, LLC

WIMMER CONSULTING, LLC

Apr 2012 – Dec 2012

DALLAS, TX

WIMMER CONSULTING, LLC

Apr 2012 – Oct 2024

IRVING, TX

WIMMER CONSULTING, LLC

Feb 2009 – Dec 2011

DALLAS, TX

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Series 65

Registration record

First registered · February 3, 2009

Years registered · 17

Disclosure History

2008Judgment / Lien

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

WIMMER CONSULTING, LLC

CRD 120976 · SEC 801-126420

AUM

$106M

Regulatory assets under management

Employees

29 client accounts

Services offered by WIMMER CONSULTING, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WIMMER CONSULTING, LLC →

Introduction

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Frequently Asked Questions

What services does Jay Stephen Wimmer offer?

Jay Stephen Wimmer specializes in Financial Planning, Investment Management.

What are Jay Stephen Wimmer's credentials?

Jay Stephen Wimmer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jay Stephen Wimmer located?

Jay Stephen Wimmer is based in IRVING, Texas, last registered with WIMMER CONSULTING, LLC.

How does Jay Stephen Wimmer charge for services?

Jay Stephen Wimmer's firm is compensated through percentage of aum, hourly charges, subscription fees, other: referral fees from third party investment advisors. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WIMMER CONSULTING, LLC?

WIMMER CONSULTING, LLC has approximately 2 employees and manages $106M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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