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John Z
Series 63, Series 65
Portland, ME
&PARTNERS
John Zinn Jr. is a financial advisor at &PARTNERS with 32 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at firms including Commonwealth Financial Network, Back Cove Financial, and Wells Fargo Advisors. He is a co-owner of Zinn Wealth Management, LLC, which facilitates securities, advisory, and insurance business. &PARTNERS serves individual and institutional clients ranging from non-wealth to high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services using proprietary and third-party strategies through the Envestnet platform, and operates as both a broker-dealer and registered investment adviser with a range of investment and financial planning services.
John Z
Series 66
Portland, ME
&PARTNERS
John Zinn III is a financial advisor at &PARTNERS with six years of industry experience. He holds the Series 66 designation and has previously worked at firms including Commonwealth Financial Network, Back Cove Financial, Bank of America, Merrill, and TD Ameritrade. &PARTNERS serves a diverse client base including individual and institutional investors such as retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both advisory and brokerage services, utilizing proprietary and third-party investment strategies through the Envestnet platform.
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