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Jerry J. Zins, Jr. Email & Phone Number
CERTIFIED FINANCIAL PLANNER™ and Registered Investment Advisor Representative (IAR)
at
Summit Wealth Management Group, Inc.
1 work email found
@yoursummitwealth.com
12 phones found area 805, 310, and 361
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 86%
Current company
Role
CERTIFIED FINANCIAL PLANNER™ and Registered Investment Advisor Representative (IAR)
Location
Camarillo, California, United States
Company size
Who is Jerry J. Zins, Jr.? Overview
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Quick answer
Jerry J. Zins, Jr. is listed as CERTIFIED FINANCIAL PLANNER™ and Registered Investment Advisor Representative (IAR) at Summit Wealth Management Group, Inc., a with 4 employees, based in Camarillo, California, United States. AeroLeads shows a work email signal at yoursummitwealth.com, phone signal with area code 805, 310, 361, and a matched LinkedIn profile for Jerry J. Zins, Jr..
Jerry J. Zins, Jr. previously worked as CERTIFIED FINANCIAL PLANNER™ /Registered Investment Advisor Representative (IAR) at Summit Wealth Management Group, Inc. and CERTIFIED FINANCIAL PLANNER™ at American Express Financial Advisors.
Company email context
Email format at Summit Wealth Management Group, Inc.
This section adds company-level context without repeating Jerry J. Zins, Jr.'s masked contact details.
*@yoursummitwealth.com
71% confidence
AeroLeads found 1 current-domain work email signal for Jerry J. Zins, Jr.. Compare company email patterns before reaching out.
Profile bio
About Jerry J. Zins, Jr.
Specialties: Tax Planning, Estate Planning, Retirement Planning, Wealth Management, Business Succession Planning.Jerry J. Zins is a registered representative with and securities offered through LPL Financial. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to "Contact Info" section above. Investment advice offered though Summit Wealth Management Group, Inc., a registered investment advisor and separate entity from LPL Financial.Jerry J. Zins is an LPL Financial registered principal and may discuss and/or transact business with residents of the following states: CA, AZ, CO, DC, NC, NV, OH, OK, OR, TX, UT, WA, WIThird party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Industry compliance rules prohibit me from keeping any testimonials, recommendations, or endorsements in my profile.
Listed skills include Investment Advisory, Finra, Retirement Planning, Finance, and 9 others.
Current workplace
Jerry J. Zins, Jr.'s current company
Company context helps verify the profile and gives searchers a useful next step.
Summit Wealth Management Group, Inc.
3 roles
Jerry J. Zins, Jr. work experience
A career timeline built from the work history available for this profile.
Certified Financial Planner™ /Registered Investment Advisor Representative (Iar)
Certified Financial Planner™
Oct 1986 - May 2002
FAQ
Frequently asked questions about Jerry J. Zins, Jr.
Quick answers generated from the profile data available on this page.
What company does Jerry J. Zins, Jr. work for?
Jerry J. Zins, Jr. works for Summit Wealth Management Group, Inc..
What is Jerry J. Zins, Jr.'s role at Summit Wealth Management Group, Inc.?
Jerry J. Zins, Jr. is listed as CERTIFIED FINANCIAL PLANNER™ and Registered Investment Advisor Representative (IAR) at Summit Wealth Management Group, Inc..
What is Jerry J. Zins, Jr.'s email address?
AeroLeads has found 1 work email signal at @yoursummitwealth.com for Jerry J. Zins, Jr. at Summit Wealth Management Group, Inc..
What is Jerry J. Zins, Jr.'s phone number?
AeroLeads has found 12 phone signal(s) with area code 805, 310, 361 for Jerry J. Zins, Jr. at Summit Wealth Management Group, Inc..
Where is Jerry J. Zins, Jr. based?
Jerry J. Zins, Jr. is based in Camarillo, California, United States while working with Summit Wealth Management Group, Inc..
What companies has Jerry J. Zins, Jr. worked for?
Jerry J. Zins, Jr. has worked for Summit Wealth Management Group, Inc. and American Express Financial Advisors.
How can I contact Jerry J. Zins, Jr.?
You can use AeroLeads to view verified contact signals for Jerry J. Zins, Jr. at Summit Wealth Management Group, Inc., including work email, phone, and LinkedIn data when available.
What skills is Jerry J. Zins, Jr. known for?
Jerry J. Zins, Jr. is listed with skills including Investment Advisory, Finra, Retirement Planning, Finance, Estate Planning, Business Development, Registered Investment Advisor, and Strategic Financial Planning.
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