John Philip Zinn

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Portland, ME
• 11/2016 → 09/2018
  Wells Fargo Clearing Services, Llc
  Portland, ME
• 09/2018 → 11/2025
  Commonwealth Financial Network
  Waltham, MA
• 09/2018 → 08/2024
  Back Cove Financial
  Falmouth, ME
• 08/2024 → 11/2025
  Zinn Wealth Management
  Portland, ME
• 11/2025 → Present
  &Partners
  Nashville, TN

Previous Registrations

• 2018-09-28 → 2025-11-10
  Commonwealth Financial Network
  Falmouth, ME
  Windham, ME
  Portland, ME
• 2007-04-20 → 2018-10-01
  Wells Fargo Clearing Services, Llc
  Portland, ME
  Portland, ME
• 2005-12-06 → 2007-04-30
  Citigroup Global Markets Inc.
  Portland, ME
  Portland, ME

Other Businesses

ZINN WEALTH MANAGEMENT, LLP POSITION: Co-Owner NATURE: co-owner of LLP to split expenses for the office. Used this for health insurance, etc. Not sure if will continue to use going forward. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 40 START DATE: 08/01/2024 ADDRESS: Portland, ME 04101, United States DESCRIPTION: N/A JOHN ZINN FINANCIAL SERVICES LLC POSITION: Owner NATURE: S-Corp I pay myself through to withhold taxes and pay into SS. Unsure if we will be using this same structure at &Partners. Use this for paying business related expenses and making 401k Deferrals as well. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2019 ADDRESS: Portland, ME 04101, United States DESCRIPTION: N/A

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-07-13
• S63 Uniform Securities Agent State Law Examination
  1994-07-01