Joshua Zimmerman has been an investment adviser representative at Psi Advisors since February 2019, and is not listed among the firm’s executive officers or direct owners. Joshua Zimmerman holds a Master's degree from Florida State University. Joshua Zimmerman studied at the University of South Florida.
Psi Advisors, LLC is a Tampa, FL firm with $801M under management, 1,745 clients and 12 advisers across 4 offices, as of its September 2026 filing.
Joshua Zimmerman is Private Wealth Manager of Eaton Financial, whose investment advice is offered through PSI Advisors, LLC. He focuses on financial planning and corporate benefits for the firm, and has worked closely with business owners on personal retirement strategies, employee retirement programs and employee benefit programs.
Joshua Zimmerman’s longest registration is the current one, 7 years at Psi Advisors since 2019. Before joining Psi Advisors in 2019, Joshua Zimmerman was registered through Principal Securities, Inc.
- Principal Securities, Inc.– · under a yearTampa, FL · Adviser representative · Firm CRD 1137
Investment adviser representative registrations
Joshua Zimmerman is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from February 2019; the most recent is Texas, in May 2021.
- FloridaSince 12 February 2019
- TexasResidentSince 20 May 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 31 March 2018 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 February 2017 |
| Series 65 | Uniform Investment Adviser Law Examination | 16 February 2017 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 27 June 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Joshua Alan Zimmerman
- CRD
- 6339141
- Firm
- Psi Advisors · CRD 285880
- Office
- 13059 W. LINEBAUGH AVE., SUITE 102, Tampa, FL 33626
- Registration
- Investment adviser and broker registrations
- In the industry since
- June 2014
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- eatonfinancialservices.com
Where does Joshua Zimmerman work?
Joshua Zimmerman is an investment adviser representative registered through Psi Advisors, LLC since February 2019, and is not listed among the firm’s executive officers or direct owners.
Is Joshua Zimmerman a financial advisor?
Yes. Joshua Zimmerman has a current investment-adviser registration in Florida and Texas, through Psi Advisors since February 2019.
How many years of experience does Joshua Zimmerman have?
Joshua Zimmerman has 12 years in the financial industry, since June 2014, across 2 adviser firms.
What exams has Joshua Zimmerman passed?
Joshua Zimmerman has passed 4 licensing exams: the Series 6, Series 65, Series 63 and Series 7. The earliest, the Series 6, was passed in June 2014. FINRA credited Joshua Zimmerman with the SIE, which began in October 2018.
Where did Joshua Zimmerman work before Psi Advisors?
Before Psi Advisors, Joshua Zimmerman was registered through Principal Securities, Inc., February 2017 to November 2017.
Where is Joshua Zimmerman based?
Joshua Zimmerman’s registered office is in Tampa, FL.
Is Joshua Zimmerman registered with FINRA?
Yes. Joshua Zimmerman has a current broker registration, under CRD 6339141.
Source: FINRA BrokerCheck
How can I verify Joshua Zimmerman’s record?
Search CRD 6339141 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Joshua Zimmerman’s full registration record.