John Zinn is a registered investment advisor at &partners, based in Clayton, MO, with 31 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 32,200 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
&Partners offers investment management through various advisory programs. Fees are negotiable and can be a percentage of assets under management or a flat annual fee. The &Partners Advisory Program uses Envestnet's platform and may include proprietary strategies with additional fees. The Third Party Advisor Investment Management Program involves engaging a third-party investment manager. Fees vary depending on the program and options chosen.
Location
7701 Forsyth Blvd., 8th Floor, Clayton, MO, 63105
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John sells fixed insurance products and owns John Zinn Financial Services, a private entity facilitating securities, advisory, and insurance business, dedicating nearly all his time to it. He also provides capital for real estate loans and co-owns Zinn Wealth Management, LLC, which facilitates securities, advisory, and insurance business, dedicating nearly all his time to it.
Employment History
Current Registrations
&partnersBroker
&partners
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
State Registrations20 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.