Jerry J. Zins, Jr.

Jerry J. Zins, Jr. Email and Phone Number

CERTIFIED FINANCIAL PLANNER™ and Registered Investment Advisor Representative (IAR) @ Summit Wealth Management Group, Inc.
Camarillo, CA, US
Jerry J. Zins, Jr.'s Location
Camarillo, California, United States, United States
Jerry J. Zins, Jr.'s Contact Details
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.

Jerry J. Zins, Jr.'s Current Company Details
Summit Wealth Management Group, Inc.

Summit Wealth Management Group, Inc.

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CERTIFIED FINANCIAL PLANNER™ and Registered Investment Advisor Representative (IAR)
Camarillo, CA, US
Website:
yoursummitwealth.com
Employees:
4
Jerry J. Zins, Jr. Work Experience Details
  • Summit Wealth Management Group, Inc.
    Certified Financial Planner™ And Registered Investment Advisor Representative (Iar)
    Summit Wealth Management Group, Inc.
    Camarillo, Ca, Us
    View
  • Summit Wealth Management Group, Inc.
    Certified Financial Planner™ /Registered Investment Advisor Representative (Iar)
    Summit Wealth Management Group, Inc. May 2002 - Present
    View
  • American Express Financial Advisors
    Certified Financial Planner™
    American Express Financial Advisors Oct 1986 - May 2002
    View

Jerry J. Zins, Jr. Skills

Investment Advisory Finra Retirement Planning Finance Estate Planning Business Development Registered Investment Advisor Strategic Financial Planning Wealth Management Securities Financial Planners Strategic Planning Certified Financial Planner

Frequently Asked Questions about Jerry J. Zins, Jr.

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 the current company?

Jerry J. Zins, Jr.'s current role is CERTIFIED FINANCIAL PLANNER™ and Registered Investment Advisor Representative (IAR).

What is Jerry J. Zins, Jr.'s email address?

Jerry J. Zins, Jr.'s email address is je****@****lpl.com

What is Jerry J. Zins, Jr.'s direct phone number?

Jerry J. Zins, Jr.'s direct phone number is +180538*****

What skills is Jerry J. Zins, Jr. known for?

Jerry J. Zins, Jr. has skills like Investment Advisory, Finra, Retirement Planning, Finance, Estate Planning, Business Development, Registered Investment Advisor, Strategic Financial Planning, Wealth Management, Securities, Financial Planners, Strategic Planning.

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