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Jeffery B Kimball

Ernst & Young Investment Advisers LLP

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About Jeffery B Kimball

Jeffery Kimball is a financial advisor with Ernst & Young Investment Advisers LLP. Jeffery has been in the financial services industry for over 15 years and has a strong background in financial planning and investment management. Jeffery holds the Series 66 and Series 63 licenses and has also passed the Series 10, Series 9 and Series 7 exams. Jeffery has a strong focus on individual investors and specializes in providing comprehensive financial planning services. Jeffery is also a registered investment advisor with the states of Florida and Colorado.

Firm Information

Jeffery Kimball is currently registered with Ernst & Young Investment Advisers LLP. Ernst & Young Investment Advisers LLP is an investment advisor based in SECAUCUS, NJ. They provide financial planning, educational seminars and publication of periodicals. They primarily serve corporations or other businesses and have 37 clients of this type. They have 160 employees and do not have any regulatory assets under management.
Ernst & Young Investment Advisers LLP

200 PLAZA DRIVE

SECAUCUS, NJ 07094

Not reported

Assets Under Management

37

Total Clients

134

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Jeffery Kimball’s Registration & Firm History

FL

12/23/2019 - Present

Ernst & Young Investment Advisers LLP (Tampa FL)

FL

03/19/2019 - 07/10/2019

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)

FL

05/18/2018 - 03/07/2019

USAA FINANCIAL ADVISORS, INC. (TAMPA FL)

FL

05/13/2016 - 05/10/2018

SIGNATOR INVESTORS, INC. (ST. PETERSBURG FL)

FL

05/20/2013 - 05/13/2016

TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PETERSBURG FL)

FL

08/24/2004 - 01/17/2012

FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)

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Licenses & Designations

BOTH

Issued 04/18/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/30/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/11/2007

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 04/13/2007

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/23/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffery B Kimball.
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