James (JT) Zimmermann
Financial Advisor
JT is a licensed financial professional who holds the Series 7 and Series 66, earned in 2025 after graduating with a Bachelor of Science in Finance from Ramapo College. During his time at Ramapo, he served as President of the Investment Committee and founded the Quantitative Finance Club, where he developed his proficiency in both qualitative and quantitative analysis of equities and multi‑asset portfolios.
He brings a data‑driven, risk‑aware, and client‑focused philosophy to every portfolio he builds.