Jonathan Zerges has been an investment adviser representative at IM Wealth Partners Investment Advisors since June 2026, and is not listed among the firm’s executive officers or direct owners.
IM Wealth Partners Investment Advisors LLC is a Blue Bell, PA firm with $124M under management, 17 clients and 8 advisers in one office, as of its September 2026 filing.
Jonathan Zerges’ longest registration is the current one, 10 years at Stonex Advisors Inc. since 2016. Before joining IM Wealth Partners Investment Advisors in 2026, Jonathan Zerges was registered through Sterne Agee Asset Management, Inc.
- IM Wealth PartnersCurrent– present · under a yearBlue Bell, PA · Adviser representative · Firm CRD 307379
- Stonex Advisors Inc.Also current– present · 10 yearsAdviser representative · Firm CRD 174182
- Sterne Agee Asset Management, Inc.– · 2 yearsBlue Bell, PA · Adviser representative · Firm CRD 130888
Investment adviser representative registrations
Jonathan Zerges is registered as an investment adviser representative in Pennsylvania, since June 2016.
- PennsylvaniaSince 30 June 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 9 October 2009 |
| Series 7 | General Securities Representative Examination | 13 August 2009 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jonathan Anthony Zerges
- CRD
- 5336607
- Firm
- IM Wealth Partners Investment Advisors · CRD 307379
- Office
- 3 VALLEY SQUARE, SUITE 110, Blue Bell, PA 19422
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 2009
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Jonathan Zerges work?
Jonathan Zerges is an investment adviser representative registered through IM Wealth Partners Investment Advisors LLC since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is Jonathan Zerges a financial advisor?
Yes. Jonathan Zerges has a current investment-adviser registration in Pennsylvania, through IM Wealth Partners Investment Advisors since June 2026.
How many years of experience does Jonathan Zerges have?
Jonathan Zerges has 17 years in the financial industry, since August 2009, across 3 adviser firms.
What exams has Jonathan Zerges passed?
Jonathan Zerges has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2009. FINRA credited Jonathan Zerges with the SIE, which began in October 2018.
Where did Jonathan Zerges work before IM Wealth Partners Investment Advisors?
Before IM Wealth Partners Investment Advisors, Jonathan Zerges was registered through Sterne Agee Asset Management, Inc., March 2014 to June 2016.
Where is Jonathan Zerges based?
Jonathan Zerges’ registered office is in Blue Bell, PA.
Is Jonathan Zerges registered with FINRA?
Yes. Jonathan Zerges has a current broker registration, under CRD 5336607.
Source: FINRA BrokerCheck
How can I verify Jonathan Zerges’ record?
Search CRD 5336607 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jonathan Zerges’ full registration record.
- Andy ArmstrongChief Compliance Officer
Ian MeierdiercksCEO/Managing Member