Jerome
Zimmerer
D. Scott Neal, Inc
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About this Advisor
Jerome Zimmerer is a certified financial planner and personal financial specialist working in Louisville, Kentucky with a total of 20 years of industry experience. Zimmerer currently works for D. Scott Neal, Inc. They have been with D. Scott Neal, Inc for their entire career. Zimmerer is approved to advise clients in Indiana, Kentucky, North Carolina and Texas. D. Scott Neal, Inc is a registered investment company operating out of Lexington, KY. The firm has a total of 12 advisors. It manages $269 million in assets between its 1,279 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm serves four charitable organizations. Of its 1,279 accounts, 30% are associated with high-net-worth individuals who have at least $1 million in assets. The advisory firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fee schedules vary depending on which services the firm provides the client. However, fee types billed by D. Scott Neal, Inc can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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D. Scott Neal, Inc Brokerage Details
$268,972,021
12
1,279
$210,299
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Jerome Zimmerer Work History
Jerome has been registered as a financial advisor for 20 years.*
D. Scott Neal, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jerome Zimmerer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at D. Scott Neal, Inc
Lexington, KY
Lexington, KY
Lexington, KY
Louisville, KY
Lexington, KY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
