RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
John Joseph Zielinski
- Title
- Wealth Advisorreportedvestgen.comfirm site, Sep 15, 2026
- Designations
- CFA, CFPreportedvestgen.comas printed on the bio page, Sep 16, 2026
- Boards named
- Treatment Alternatives for Safe Communitiesreportedvestgen.comphrases on the bio page
- Professional profile
- vestgen.com/john-j-zielinskireportedvestgen.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Vestgen Advisors, LLC independent RIA currentsince May 27, 2025 · Chicago, Il
- Optimum Investment Advisors, LLC formerJun 16, 2016 to Sep 30, 2025 · Chicago, Il
- William Blair & Company L.L.C. BD affiliatedApr 1, 2013 to Mar 4, 2016 · Chicago, Il
- Capital Guardian Trust Company formerJun 26, 2009 to Apr 8, 2013 · Chicago, Il
- Neuberger Berman Bd LLC no RAUMMar 17, 2003 to Sep 18, 2007 · Chicago, Il
- Neuberger Berman Management LLC formerMar 17, 2003 to Sep 18, 2007 · Chicago, Il
- Optimum Investment Advisors, LLC to Vestgen Advisors, LLCleft Sep 30, 2025, registered May 27, 2025 (-126 days) · RIA to RIA · moved with a team
- William Blair & Company L.L.C. to Optimum Investment Advisors, LLCleft Mar 4, 2016, registered Jun 16, 2016 (104 days) · Other
- Capital Guardian Trust Company to William Blair & Company L.L.C.left Apr 8, 2013, registered Apr 1, 2013 (-7 days) · Other
- Neuberger Berman Management LLC to Capital Guardian Trust Companyleft Sep 18, 2007, registered Jun 26, 2009 (647 days) · Other
- Neuberger Berman Bd LLC to Neuberger Berman Management LLCleft Sep 18, 2007, registered Mar 17, 2003 (-1646 days) · Other
- John Joseph Zielinski left Optimum Investment Advisors, Llc for Vestgen Advisors, Llc (registered 2025-05-27)Sep 30, 2025 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address