Jeffrey Scott Nickum

Current Employers

Employment History

• 08/1995 → 05/2018
  Professional Tax Advisors, Inc.
  Camp Hill, PA
• 02/2000 → 05/2018
  Professional Tax Advisors, Inc.
  Camp Hill, PA
• 03/1998 → 01/2020
  Professional Asset Management Advisors, Inc.
  Camp Hill, PA
• 02/2000 → 12/2019
  Professional Financial Advisors, Inc
  Camp Hill, PA
• 01/2001 → 01/2020
  Pfa Security Asset Management, Inc
  Camp Hill, PA
• 08/2001 → 01/2020
  Pfa Professional Group, Llc
  Camp Hill, PA
• 02/2002 → 12/2019
  Professional Financial Advisors, Inc.
  Camp Hill, PA
• 04/2019 → 12/2024
  Zimmermann Investment Management & Planning
  New Cumberland, PA
• 01/2020 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 12/2024 → Present
  Merit Financial Advisors
  Alpharetta, GA

Previous Registrations

• 2019-04-15 → 2025-01-31
  Zimmermann Investment Management & Planning Llc
  New Cumberland, PA
• 2002-02-13 → 2019-11-22
  Professional Financial Advisors, Inc.
  Camp Hill, PA

Other Businesses

1. Merit Financial Advisors. Investment Related. At Registered Location. RIA. Wealth Manager. Start Date: 12/20/24. 160hrs/ month, all during trading hours. Meets with clients, manages client relationships, trading 2. Registered Representative with Purshe Kaplan Sterling Investments as of 2020-01-08; investment related: Yes; 18 Corporate Woods Blvd Albany NY 12211; FINRA registered Broker Dealer firm.; Sales of direct purchase mutual funds, variable annuities, etc.;Hours devoted to business during trading hours: 80; Hours devoted to business outside trading hours: 12;Percentage of total yearly compensation expected to be derived from the business: 50;

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-01-21
• S63 Uniform Securities Agent State Law Examination
  1996-11-19