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Jon Zimmerly Phones & Addresses

  • 1455 Kettner Blvd APT 303, San Diego, CA 92101
  • 3606 Caminito Carmel Lndg, San Diego, CA 92130 (619) 518-3919
  • Santee, CA
  • 3840 Ingraham St APT 2-104, San Diego, CA 92109

Education

School / High School: San Diego State University- San Diego, CA Sep 2001 Specialities: Bachelor's in Economics

Resumes

Resumes

Jon Zimmerly Photo 1

Jon Zimmerly

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Location:
San Diego, CA
Industry:
Financial Services
Work:
First Allied Securities Aug 2015 - Apr 2020
Vice President, Transitions

Td Ameritrade Institutional 2007 - Aug 2015
Senior Relationship Manager
Education:
San Diego State University 2001 - 2006
Bachelors, Bachelor of Arts, Economics
Skills:
Financial Services
Management
Finance
Investments
Business Analysis
Series 7
Series 63
Wealth Management
Economics
Mutual Funds
Portfolio Management
Microsoft Office
Real Estate Development
Microsoft Excel
Salesforce.com
Real Estate Private Equity
Government Contracting
Risk Management
Asset Management
Financial Management Services
Asset Allocation
Securities
Investment Advisory
Alternative Investments
Financial Planning
Wealth Management Services
Investment Strategies
Financial Advisory
Retirement
Equities
401K
Investment Management
Fixed Income
Banking
Retirement Planning
Bonds
Finra
Financial Analysis
Options
Iras
Trading
Financial Markets
Fixed Annuities
Financial Modeling
Equity Trading
Electronic Trading
Relationship Management
Project Management
Private Equity
Certifications:
Finra Series 7 & 63
Jon Zimmerly Photo 2

Jon Zimmerly San Diego, CA

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Education:
San Diego State University
San Diego, CA
Sep 2001 to Dec 2006
Bachelor's in Economics

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Jon Zimmerly

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Jon W Zimmerly from San Diego, CA, age ~42 Get Report