Jonathan Zimpleman is a registered investment advisor, based in Sumter, SC, with 23 years of industry experience.
Location
242 Broad Street, Sumter, SC, 29150
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathan owns Axis Wealth Training LLC (consulting, about 10-20% of his time) and is president of Axis Wealth Planning LLC (DBA, full-time). He also dedicates time to business networking, church activities, and Rotary, all non-profit organizations.
Employment History
Current Registrations
Cetera Advisors LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations6 states
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