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Jeffrey Kinberg

Amundi Asset Management US, Inc.

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About Jeffrey Kinberg

Jeffrey Kinberg is a registered investment advisor representative with Amundi Asset Management US, Inc. Jeffrey has been in the industry since 2009 and is registered in multiple states including Alaska, Idaho, Massachusetts, Montana, Oregon, Utah and Washington. Jeffrey has a strong track record of success and is committed to providing his clients with the highest level of service and expertise. Jeffrey’s previous experience includes positions at Lord Abbett Distributor LLC, UBS Financial Services Inc., and Morgan Stanley.

Firm Information

Jeffrey Kinberg is currently registered with Amundi Asset Management US, Inc.. Amundi Asset Management US, Inc. is an investment advisor registered with the SEC. The firm has offices in Boston, MA and manages more than $50 billion in assets. They offer a range of portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles.
Amundi Asset Management US, Inc.

60 STATE STREET

BOSTON, MA 02109-1820

$119.88B

Assets Under Management

Not reported

Total Clients

76

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Jeffrey Kinberg’s Registration & Firm History

MA

12/23/2021 - Present

Amundi Asset Management US, Inc. (BOSTON MA)

NJ

07/18/2014 - 10/07/2021

LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)

NY

09/24/2013 - 06/30/2014

UBS FINANCIAL SERVICES INC. (NEW YORK NY)

CT

06/01/2009 - 09/27/2013

MORGAN STANLEY (GREENWICH CT)

CT

01/01/2009 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (GREENWICH CT)

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Licenses & Designations

BOTH

Issued 08/18/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/05/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/31/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Kinberg.
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