Jeffery
Wimer

Wimer Investment Management

CRD#2985293
Investment Advisor
in Scotch Plains, NJ

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About this Advisor

Jeffery Wimer is a financial advisor based in Scotch Plains, New Jersey, working with Wimer Investment Management. Jeffery has previously held positions at Citigroup Global Markets Inc and Wimer Investment Management LLC. Jeffery has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New Jersey. Currently, Jeffery is part of Wimer Investment Management, which operates out of Scotch Plains, New Jersey. The firm has one employee and offers portfolio management services for individuals and small businesses. The fee structure at Wimer Investment Management includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Scotch Plains, NJ

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Wimer Investment Management Brokerage Details

Total Number of Employees

1

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Jeffery Wimer Work History

2024 - Present (0 year)

Wimer Investment Management LLC

2012 - Present (12 years)

Cititgroup Global Markets Inc

Disclosures

Please visit the SEC profile of Jeffery Wimer 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 Wimer Investment Management

Jeffery Wimer
Scotch Plains, NJ

The content in this profile was updated by SmartAsset on 6/19/2024. 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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