Jonathan Zeminski

Jonathan Zeminski

Univest Bank and Trust Co.

This adviser will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: No minimum required

Minimum client income required: No minimum required

Title: Vice President - Senior Financial Advisor

Offering advice since: 2004

Areas of focus:

  • Annuities
  • Divorce planning
  • Charitable and Planned Giving
  • Estate Planning/Wills
  • Life Planning
  • Portfolio Management
  • Retirement Planning
  • Securities
  • Stocks and Bonds
  • Tax Planning

Further information about Jonathan Zeminski:

Certified Financial Planner™ with broad experience in Private Banking and Wealth Management. Over 10 years of experience providing unbiased advice and exemplary service.

Compensation and Fee Structures:

Commission and Fee

Licenses, Certifications & Affiliations:

Certified Financial Planner™
FINRA Series 7, 63, and 65
Pennsylvania Life, Accident, & Health Insurance license

Education:

Bachelor of Science in Finance, Cabrini College
Masters of Science in Financial Services, Saint Joseph's University

Will provide references upon request?

Yes


Further information about Univest Bank and Trust Co.:

Univest Bank and Trust Co.

(Size of firm: 10-49 advisors)

Univest Wealth Management has more than $3 billion in assets under management and 80 years of experience in money management, financial risk assessment and investment management. Our team of dedicated professionals utilizes a highly individualized approach to all of your wealth management needs.

Investment products offered by Univest Bank and Trust Co.'s Wealth Management and Trust Division and Univest Investments, Inc., member FINRA and SIPC, a licensed broker dealer and investment advisory subsidiary of Univest Corporation of Pennsylvania, are not insured by the FDIC or any federal government agency, are not a deposit or other obligation of or guaranteed by the depository institution, and are subject to risks, including possible loss of principal amount invested.


Contact Information for Jonathan Zeminski

Phone: 484-947-2751 x1025
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Fax: 484-887-0262

Address for Jonathan Zeminski:
109 N. High St.
West Chester, PA, 19380

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