Michael Zimmerman, financial advisor Tampa FL

Michael Zimmerman

CRD Number: 5597437
Current Firm: J. W. Cole Advisors, Inc.

Michael Zimmerman (CRD# 5597437) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
J.w. Cole Financial, Inc. Tampa, FL Jan 2012 - Current 12
Jonathan Roberts Advisory Group, Inc. Tampa, FL Jan 2012 - Current 12
Boyd Senior Planning Lancaster, PA Jul 2008 - Current 15
Sequinox Wealth Advisors, LLC Lancaster, PA Jan 2019 - May 2019 < 1
Sequinox Lancaster, PA Jul 2008 - May 2019 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2009
S65 NASAA Investment Advisors Law Examination May 2008
Contact Info for Michael N. Zimmerman
Phone Number: (813) 935-6776
Firm Website: http://www.jw-cole.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    4,854
    MILLIONS
  • Total Number of Accounts
    24,060
    ACCOUNTS
  • Average Account Value
    $201,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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