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Jason Reed Zimmerman is a financial advisor professional located in Birmingham, MI. They specialize in financial advisory. With over 30 years of experience, they bring deep expertise to every client.
Jason Reed Zimmerman - Kingswood Capital Partners, Llc holds an active professional license (FINRA CRD) for your protection.
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Jason Reed Zimmerman operates Kingswood Capital Partners, LLC, a financial advisory firm based in Birmingham, Michigan. With 30 years in the financial services industry, Zimmerman brings substantial experience to client engagements. The firm holds a FINRA CRD registration, which governs securities-related advisory activities. Kingswood Capital Partners serves clients seeking financial guidance and investment management services in the Birmingham area.
Jason Reed Zimmerman's FINRA CRD registration indicates he is registered with the Financial Industry Regulatory Authority, the self-regulatory organization that oversees brokers and investment advisers in the United States. This registration means Zimmerman and his firm are subject to FINRA's rules, examinations, and compliance oversight. Clients working with a FINRA-registered adviser can expect adherence to industry standards for conduct, disclosure, and fiduciary responsibilities. The registration is maintained through continuing education and regulatory compliance requirements.