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Jeffery Alan Wimer

Wimer Investment Management

Scotch Plains, NJ

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Current Employers
Wimer Investment Management

Scotch Plains, NJ • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-12-18
NY RA APPROVED 2024-09-12
NJ RA APPROVED 2024-06-06
  • TX RA
    APPROVED_RES
    Since 2024-12-18
  • NY RA
    APPROVED
    Since 2024-09-12
  • NJ RA
    APPROVED
    Since 2024-06-06

Branch Locations

Scotch Plains, NJ • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Cititgroup Global Markets Inc. Short Hills NJ 03/2012 03/2024
Wimer Investment Management Llc Scotch Plains NJ 06/2024 Present
  • 03/2012 → 03/2024
    Cititgroup Global Markets Inc.
    Short Hills, NJ
  • 06/2024 → Present
    Wimer Investment Management Llc
    Scotch Plains, NJ
Previous Registrations
  • 2016-08-05 → 2024-03-21
    New York, NY
    New York, NY
    Long Island City, NY
    New York, NY
    Long Island City, NY
    Greenwich, CT
    Fort Lee, NJ
    New York, NY
    Bay Shore, NY
    Fort Lee, NJ
    Fort Lee, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-12
S66 Uniform Combined State Law Examination 2016-08-04
S63 Uniform Securities Agent State Law Examination 1998-07-08
  • S65 Uniform Investment Adviser Law Examination
    2024-09-12
  • S66 Uniform Combined State Law Examination
    2016-08-04
  • S63 Uniform Securities Agent State Law Examination
    1998-07-08
Other Names
  • Jeffrey Alan Wimer

View on SEC IAPD

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