Jamie Zinkhan is a registered investment advisor, based in Lakewood Ranch, FL, with 21 years of industry experience.
Location
6260 Lake Osprey Dr, Lakewood Ranch, FL, 34240
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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
Jamie is an agent for Avantax Insurance Agency and/or Avantax Insurance Services since 2018, potentially selling various annuity and insurance products, dedicating a few hours per week. Jamie is also an employee and financial advisor at Aksala Wealth Advisors, LLC, working nearly full-time.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations16 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.