Jason Zigmont (CRD# 7430594) is an Investment Advisor Representative working at Childfree Wealth in Mount Juliet, TN and has 1 year of experience in the finance industry. Jason Zigmont has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Childfree Wealth, LLC | Water Valley, MS | Jul 2021 - Current | 2 |
| Ziggys LLC | Clinton, CT | Jan 2016 - Jun 2021 | 5 |
| Learning In Healthcare | Clinton, CT | Jan 2016 - Jun 2021 | 5 |
| Indiana University Health | Indianapolis, IN | Sep 2015 - Dec 2015 | < 1 |
| System Director Of Learning Innovation | Columbus, OH | Feb 2012 - Sep 2015 | 3 |
- CA
- IL
- LA
- MA
- MS
- NE
- TN
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
TX
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