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John Z
Series 63, Series 65
Portland, ME
&PARTNERS
John Zinn Jr. is a financial advisor at &PARTNERS in Portland, ME, holding Series 63 and Series 65 credentials with 32 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Back Cove Financial, Wells Fargo Clearing, and Citigroup Global Markets. He is co-owner of Zinn Wealth Management, LLC, a private entity facilitating securities, advisory, and insurance business. &PARTNERS serves a broad mix of individual and institutional clients, providing investment management, financial and tax planning, and retirement-plan services. The firm offers discretionary and non-discretionary investment management through a combination of proprietary and third-party strategies, and holds registrations as both a registered investment adviser and broker-dealer.
John Z
Series 66
Portland, ME
&PARTNERS
John Zinn III is a Series 66-licensed financial advisor at &PARTNERS with six years of industry experience. His prior roles include positions at Zinn Wealth Management, Commonwealth Financial Network, and Bank of America. &PARTNERS serves a diverse client base, including high-net-worth individuals and institutional clients, offering investment management, financial and tax planning, and ERISA 3(21) consulting. The firm utilizes both discretionary and non-discretionary strategies, leveraging multiple analysis methods and third-party managers as part of its investment approach.
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