TrueAdvisor
TrueAdvisor
JW
JW

Jeffery Wimer

Wimer Investment Management
27 Years of Experience
Scotch Plains, NJ
2 Disclosures
View SEC Summary
View SEC Summary

Jeffery Wimer is a registered investment advisor at Wimer Investment Management, based in Scotch Plains, NJ, with 27 years of industry experience. Jeffery operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 15 clients with $86M in assets under management.

Wimer Investment Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
15 clients
Average Client Portfolio
$5.7M average
Assets Under Management
$85.6M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

For clients with less active accounts and a lower account balance, a fixed fee of $1,000 may be charged annually, not to exceed 2% of the value of the portfolio. Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Scotch Plains, NJ

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2024
Settled
Customer Dispute
October 2008
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wimer Investment Management
June 2024 - Present · 2 yrs 4 mos
Previous Registrations
Citigroup Global Markets INC.
August 2016 - March 2024 · 7 yrs 7 mos
Citigroup Global Markets INC.Broker
March 2012 - March 2024 · 12 yrs
E*trade Securities LLCBroker
February 2007 - February 2012 · 5 yrs
TD Ameritrade, INC.Broker
January 1999 - February 2007 · 8 yrs 1 mo
Sharpe Capital, INC.Broker
July 1998 - October 1998 · 3 mos
Cantone Research INC.Broker
June 1998 - August 1998 · 2 mos
State Registrations3 states
NJNYTX
Advisor

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.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Scotch Plains, NJ →All financial advisors in New Jersey →