Jeffrey Ziemann has been an investment adviser representative at Q2 Wealth Management since October 2021, and is not listed among the firm’s executive officers or direct owners.
Q2 Wealth Management LLC is a Lexington, KY firm with $123M under management, 152 clients and 3 advisers in one office, as of its July 2026 filing.
- Q2 Wealth ManagementCurrent– present · 5 yearsLexington, KY · Adviser representative · Firm CRD 314932
Investment adviser representative registrations
Jeffrey Ziemann is registered as an investment adviser representative in 4 states. The first approvals date from October 2021; the most recent is South Carolina, in March 2026.
- KentuckySince 5 October 2021
- MichiganSince 2 February 2022
- South CarolinaSince 26 March 2026
- TexasSince 14 February 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 April 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jeffrey David Ziemann
- CRD
- 7382108
- Firm
- Q2 Wealth Management · CRD 314932
- Office
- 1792 ALYSHEBA WAY, SUITE 150, Lexington, KY 40509
- Registration
- Investment adviser registration
- In the industry since
- October 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Jeffrey Ziemann work?
Jeffrey Ziemann is an investment adviser representative registered through Q2 Wealth Management LLC since October 2021, and is not listed among the firm’s executive officers or direct owners.
Is Jeffrey Ziemann a financial advisor?
Yes. Jeffrey Ziemann has a current investment-adviser registration in Kentucky, Michigan, South Carolina and Texas, through Q2 Wealth Management since October 2021.
How many years of experience does Jeffrey Ziemann have?
Jeffrey Ziemann has 5 years in the financial industry, since October 2021, across 1 adviser firm.
What exams has Jeffrey Ziemann passed?
Jeffrey Ziemann passed the Series 65 in April 2021.
Where is Jeffrey Ziemann based?
Jeffrey Ziemann’s registered office is in Lexington, KY.
Is Jeffrey Ziemann registered with FINRA?
No. Jeffrey Ziemann has no current broker registration.
How can I verify Jeffrey Ziemann’s record?
Search CRD 7382108 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Ziemann’s full registration record.
