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RIA / WealthAdvisorChartered Financial Analyst23 years in industry

JOHN JOSEPH ZIELINSKI

Advisor at VESTGEN ADVISORS, LLC

CHICAGO, IL | Chicago, IL

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Search this name across graphsid dfx:ria:a6adb657-0f33-2235-8ade-2b1647bf9b59

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Mar 17, 2003 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: VESTGEN ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 17, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S63
First exam: Apr 22, 2013
First registration: Mar 17, 2003
Dual registered: no
IAPD individual key: 2374798

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
VESTGEN ADVISORS, LLC	Independent wealth	May 27, 2025	n/a	yes	CHICAGO, IL\|Chicago, IL	Current employment
OPTIMUM INVESTMENT ADVISORS, LLC	Former SEC adviser	Jun 16, 2016	Sep 30, 2025	no	CHICAGO, IL	Previous registration
WILLIAM BLAIR & COMPANY L.L.C.	Bd affiliated wealth	Apr 1, 2013	Mar 4, 2016	no	CHICAGO, IL\|CHICAGO, IL\|CHICAGO, IL	Previous registration
CAPITAL GUARDIAN TRUST COMPANY	Former SEC adviser	Jun 26, 2009	Apr 8, 2013	no	CHICAGO, IL	Previous registration
NEUBERGER BERMAN MANAGEMENT LLC	Former SEC adviser	Mar 17, 2003	Sep 18, 2007	no	CHICAGO, IL\|CHICAGO, IL	Previous registration
NEUBERGER BERMAN BD LLC	No RAUM reported	Mar 17, 2003	Sep 18, 2007	no	CHICAGO, IL\|NEW YORK, NY\|CHAICAGO, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
OPTIMUM INVESTMENT ADVISORS, LLC	VESTGEN ADVISORS, LLC	Sep 30, 2025	May 27, 2025	-126	Firm change after gap	RIA to RIA
WILLIAM BLAIR & COMPANY L.L.C.	OPTIMUM INVESTMENT ADVISORS, LLC	Mar 4, 2016	Jun 16, 2016	104	Firm change	Other
CAPITAL GUARDIAN TRUST COMPANY	WILLIAM BLAIR & COMPANY L.L.C.	Apr 8, 2013	Apr 1, 2013	-7	Firm change	Other
NEUBERGER BERMAN MANAGEMENT LLC	CAPITAL GUARDIAN TRUST COMPANY	Sep 18, 2007	Jun 26, 2009	647	Firm change after gap	Other
NEUBERGER BERMAN BD LLC	NEUBERGER BERMAN MANAGEMENT LLC	Sep 18, 2007	Mar 17, 2003	-1,646	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
105182:318657:IL:2025-09-30	Sep 30, 2025	May 27, 2025	CHICAGO, IL	Firm change after gap

Relationships

Registered with (6)

→ VESTGEN ADVISORS, LLCRegistered adviserregistration: current employment
May 27, 2025 to presentfactForm ADV
→ OPTIMUM INVESTMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Jun 16, 2016 to Sep 30, 2025factForm ADV
→ WILLIAM BLAIR & COMPANY L.L.C.Registered adviserregistration: previous registration
Apr 1, 2013 to Mar 4, 2016factForm ADV
→ CAPITAL GUARDIAN TRUST COMPANYRegistered adviserregistration: previous registration
Jun 26, 2009 to Apr 8, 2013factForm ADV
→ NEUBERGER BERMAN BD LLCRegistered adviserregistration: previous registration
Mar 17, 2003 to Sep 18, 2007factForm ADV
→ NEUBERGER BERMAN MANAGEMENT LLCRegistered adviserregistration: previous registration
Mar 17, 2003 to Sep 18, 2007factForm ADV

Dated events

Occurred
Sep 30, 2025
Advisor changed firm
John Joseph Zielinski left Optimum Investment Advisors, Llc for Vestgen Advisors, Llc (registered 2025-05-27)
Form ADVobserved 5 days ago