Zachary Wimmer, financial advisor Rocky Mount VA
89 score

Zachary Wimmer

CRD Number: 6232549
Current Firm: Edward Jones

Zachary Wimmer (CRD# 6232549) is an Investment Advisor Representative working at Edward Jones in Rocky Mount, VA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St. Louis, MO Aug 2013 - Current 3
Virginia Western Community College Roanoke, VA Jun 2009 - Current 7
Ferrum College Ferrum, VA Aug 2008 - Jul 2013 4
Virginia Polytechnic Institute Blacksburg, VA Aug 2006 - May 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Zachary J. Wimmer
Phone Number: 314-515-2000
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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