Jeffrey Zimmerman
Zimmerman Capital Management · Salem, Ohio
Jeffrey Zimmerman is a fee-only financial advisor at Zimmerman Capital Management in Salem, Ohio, who holds the CFP credential. Zimmerman Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Zimmerman Capital Management |
|---|---|
| Based in | Salem, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $95.2M across 171 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 1649698 |
| Exams passed | Series 63 (1990) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.zimmermancapital.com |
| Profile |
How Jeffrey's firm compares
- Zimmerman Capital Management's average account is about $557,000, from its Form ADV (assets managed divided by 171 accounts).
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Questions about Jeffrey
Is Jeffrey Zimmerman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Zimmerman Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, Zimmerman Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jeffrey Zimmerman based?
Jeffrey Zimmerman is based in Salem, Ohio.
What credentials does Jeffrey Zimmerman hold?
Jeffrey Zimmerman holds the CFP credential.
Is Jeffrey Zimmerman registered with the SEC?
Yes. Jeffrey Zimmerman is registered as an investment adviser representative in OH (CRD 1649698), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Zimmerman Capital Management manage?
Zimmerman Capital Management reports $95.2M across 171 accounts in assets under management.
How do I contact Jeffrey Zimmerman?
Through Jeffrey's website, www.zimmermancapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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