Profile
Jason Zimmerman is a Senior Advisor at Schechter with over 20 years of insurance and financial services experience.
Jason was vital in shaping Schechter’s strategic direction and helped contribute to the company’s successful growth over multiple decades.
He continues his integral role with Schechter through his direct work.
Jason has been a top independent producer for multiple industry-leading carriers, including Penn Mutual, Midland National, Pacific Life, Prudential, Lincoln, and others.
He frequently speaks at industry symposiums and conferences around the country, sharing Schechter’s philosophy, innovative insurance-related strategies, and tailored advisory offerings to high net worth clients.
Jason is actively involved in a number of professional organizations, including NAIFA (National Association of Insurance and Financial Advisors), AALU (Association for Advanced Life Underwriting), AIPAC (American Israel Public Affairs Committee) and serves on the board of the Dr. Gary Burnstein Community Health Clinic.
Jason is a graduate of the University of Wisconsin-Madison and received a master’s degree in business administration with a concentration in finance from Fordham University in New York.
Jason Zimmerman active positions
| Companies | Position | Start |
|---|---|---|
Schechter Private Capital LLC
Schechter Private Capital LLC Investment ManagersFinance Schechter Private Capital invests in companies located in the United States. The firm focuses on market leading products, processes and technologies. It provides equity financing for growth stage capital requirements. | Private Equity Investor | 01/01/1997 |
Schechter Wealth Strategies
Schechter Wealth Strategies Investment ManagersFinance Provides wealth advisory and financial services | Consultant / Advisor | 01/01/1997 |
Training of Jason Zimmerman
Experiences
Positions held
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Listed companies
Private companies
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Fordham University
Fordham University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Wisconsin
University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Schechter Wealth Strategies
Schechter Wealth Strategies Investment ManagersFinance Provides wealth advisory and financial services | Finance |
Schechter Private Capital LLC
Schechter Private Capital LLC Investment ManagersFinance Schechter Private Capital invests in companies located in the United States. The firm focuses on market leading products, processes and technologies. It provides equity financing for growth stage capital requirements. | Finance |
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