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Jay Stephen Wimmer

WIMMER CONSULTING, LLC·IRVING, Texas
WIMMER 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
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Jay Stephen Wimmer is a registered financial advisor based in IRVING, Texas, affiliated with WIMMER CONSULTING, LLC. 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
WIMMER CONSULTING, LLC
WIMMER CONSULTING, LLC
AUM
$106M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at WIMMER CONSULTING, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REFERRAL FEES FROM THIRD PARTY INVESTMENT ADVISORS
Regulatory
SEC/IARD CRD# 2801898
Firm CRD# 120976
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jay Stephen Wimmer offer?
Jay Stephen Wimmer specializes in Financial Planning, Investment Management. Contact their office in IRVING, Texas for a consultation.
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, working with WIMMER CONSULTING, LLC. Their office serves clients in the IRVING metropolitan area and surrounding communities.
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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