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Jared Ray Ziment

Ziment Financial Advisors, Inc.

New York, NY

Princeton Junction, NJ

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Current Employers
Ziment Financial Advisors, Inc.

Princeton Junction, NJ • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-07-09
NY RA APPROVED 2024-07-05
  • NJ RA
    APPROVED
    Since 2024-07-09
  • NY RA
    APPROVED
    Since 2024-07-05

Branch Locations

New York, NY • United States

Princeton Junction, NJ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley & Co Llc New York NY 06/2015 09/2023
Cabrera Capital Markets New York NY 09/2023 11/2023
Ziment Financial Advisors, Inc. Princeton Junction NJ 01/2024 Present
  • 06/2015 → 09/2023
    Morgan Stanley & Co Llc
    New York, NY
  • 09/2023 → 11/2023
    Cabrera Capital Markets
    New York, NY
  • 01/2024 → Present
    Ziment Financial Advisors, Inc.
    Princeton Junction, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-05
S63 Uniform Securities Agent State Law Examination 2015-08-13
  • S65 Uniform Investment Adviser Law Examination
    2024-07-05
  • S63 Uniform Securities Agent State Law Examination
    2015-08-13
Other Names
  • Jared R Ziment
  • Jared Ziment

View on SEC IAPD

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