Jeffrey Michael Zemito

Current Employers

Employment History

• 10/2003 → 12/2020
  Mass Mutual Life Insurance
  Westlake, OH
• 12/2020 → 09/2023
  Sagepoint Financial, Inc.
  Westlake, OH
• 09/2023 → Present
  Osaic Wealth, Inc.
  Westlake, OH
• 11/2003 → 12/2020
  Mml Investors Services Inc
  Westlake, OH

Previous Registrations

• 2020-12-17 → 2023-09-01
  Osaic Services, Inc.
  Phoenix, AZ
  Westlake, OH
  Westlake, OH
• 2003-11-06 → 2020-12-18
  Mml Investors Services, Llc
  Cleveland, OH
  Cleveland, OH
  Westlake, OH

Other Businesses

1) JEFFREY ZEMITO INV REL: Y ADDR: 1651 Crossings Parkway Suite A Westlake, OH. 44145 NATURE:LIFE, DI, LTC, FIXED ANNUITIES INSURANCE SALES POSITION: AGENT START: 1/1/1997, NO HRS/MO: 1 NO HRS/MO DUR TRADING: 1. 2) LAKEVIEW WEALTH MANAGEMENT POSITION: Financial Planner NATURE: Financial Planning and Wealth Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 240 SECURITIES TRADING HOURS: 160 START DATE: 12/17/2020 ADDRESS: 1651 Crossings Parkway, Suite A, Westlake OH 44145, United States DESCRIPTION: Help clients with financial planning and manage investments 3) CROCKER CROSSING PARKWAY LLC POSITION: Owner NATURE: Just LLC I hold my building and mortgage in INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/15/2018 ADDRESS: 1651 Crossings Parkway, Suite A, Westlake OH 44145, United States DESCRIPTION: None, just pay the mortgage 4) LAKEVIEW WEALTH MANAGEMENT POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 12/17/2020 ADDRESS: 1651 Crossings Parkway, Suite A, Westlake OH 44145, United States DESCRIPTION: Insurance 5) ZEMITO FINANCIAL GROUP LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2000 ADDRESS: 1651 Crossings Parkway, Suite A, Westlake OH 44145, United States DESCRIPTION: LLC created for paying employees 6.HOA POSITION: Board Member NATURE: HOA INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2023 ADDRESS: 1651 Crossings Parkway, Suite A, Westlake OH 44145, United States DESCRIPTION: I am a voting board member for the office building HOA

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-17
• S63 Uniform Securities Agent State Law Examination
  2014-05-17

Other Names

• Jeffrey M Zemito
• Jerrrey M Jr Zemito
• Jeff Zemito
• Jeffrey Michel Zemito