Jamie Beth Zinkhan

Current Employers

Employment History

• 03/2007 → 11/2018
  Robert W. Baird & Co. Incorporated
  Sarasota, FL
• 11/2018 → 09/2025
  Avantax Advisory Services
  Lakewood Ranch, FL
• 11/2018 → 09/2025
  Avantax Investment Services, Inc.
  Lakewood Ranch, FL
• 11/2018 → 09/2025
  Avantax Insurance Agency, Llc
  Lakewood Ranch, FL
• 10/2018 → Present
  Aksala Wealth Advisors, Llc
  Lakewood Ranch, FL
• 02/2012 → 04/2019
  Jamie Zinkhan
  Bradenton, FL
• 07/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Lakewood Ranch, FL
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Lakewood Ranch, FL

Previous Registrations

• 2018-11-15 → 2025-09-05
  Avantax Advisory Services
  Lakewood Ranch, FL
  Lakewood Ranch, FL
• 2007-03-12 → 2018-11-29
  Robert W. Baird & Co. Incorporated
  Sarasota, FL
• 2005-07-22 → 2007-03-12
  Raymond James & Associates, Inc.
  Sarasota, FL
  Sarasota, FL

Other Businesses

1) AKSALA WEALTH ADVISORS, LLC POSITION: Employee NATURE: Financial Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/10/2018 ADDRESS: 6260 Lake Osprey Drive, Lakewood Ranch FL 34240, United States DESCRIPTION: Client phone calls/interactions 2) NON-AVANTAX PROFESSIONAL UTILIZES OUR FIRM'S OFFICE TO MEET WITH HIS CLIENTS (PATRICK SMITH, ESTATE PLANNING ATTORNEY) POSITION: I don't have a position NATURE: Patrick L Smith, Estate Planning Attorney, meets with his clients in our firm's office twice per month. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2024 ADDRESS: 6260 Lake Osprey Dr, Lakewood Ranch FL 34240, United States DESCRIPTION: Greet Patrick's clients Provide them a beverage Serve as witness for Patrick's clients when they execute/sign their estate planning documents

Exams

• S66 Uniform Combined State Law Examination
  2005-02-10

Other Names

• Jamie Beth Kochin
• Jamie Beth Kochin