Jilmmy E. Zevallos

CRPC®, SE-AWMA®
  • Financial Planner
  • Investment Advisor Representative
    CA Insurance License# 4442105

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Jilmmy is a Financial Planner and Investment Advisor Representative with licenses in Life, Health, and Accident insurance, as well as Series 6, 7, 63, and 66 Securities Registrations. His passion for financial literacy stems from personal experience, growing up in a household where such knowledge was limited. Now, he dedicates his career to helping clients and their families achieve financial clarity and security.

Motivated by his own family, Jilmmy  finds fulfillment in guiding others toward their financial goals, whether it’s creating a budget, establishing an emergency fund, or planning an estate. Seeing the sense of confidence and hope in his clients when they envision their financial future is what drives his work.

Originally from Peru, Jilmmy lives with his wife, Elizabeth, and their daughter Natalie. His family is his inspiration, and he is proud to help others create brighter futures for their loved ones.

Check the background of this registered representative on FINRA’s BrokerCheck  

I am licensed and registered to offer products and services in NJ. Licenses and registrations will vary. Domiciled in NJ

Office of Supervisory: 186 Wood Ave S, Suite 301, Iselin, NJ 08830 Tel: 732-623-5700 

Jilmmy E. Zevallos

CRPC®, SE-AWMA®

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