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Jimmy Ray

Core Planning

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About Jimmy Ray

Jimmy Ray is a financial advisor with Core Planning, a firm located in Louisville, Kentucky. Jimmy has been in the industry for over 5 years and has experience in financial planning and portfolio management for individuals. He is licensed to provide advisory services in Missouri. Prior to joining Core Planning, Jimmy worked at Thrivent Investment Management Inc., Fidelity Brokerage Services LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jimmy has a Series 66, Series 7TO, and SIE license.

Firm Information

Jimmy Ray is currently registered with Core Planning. Core Planning is an investment advisor with a focus on financial planning and portfolio management for individuals and high-net-worth individuals. They manage over $62 million in assets for 756 clients. The firm has 4 licensed agents and 32 investment advisor representatives.

$62.25M

Assets Under Management

Not reported

Total Clients

29

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

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

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Jimmy Ray’s Registration & Firm History

KY

02/26/2024 - Present

Core Planning (Louisville KY)

KY

06/01/2023 - 10/13/2023

THRIVENT INVESTMENT MANAGEMENT INC. (Louisville KY)

KY

08/05/2021 - 05/22/2023

FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)

KY

12/06/2019 - 07/06/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOUISVILLE KY)

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Licenses & Designations

BOTH

Issued 01/03/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/06/2019

Series 7TO - General Securities Representative Examination

BC

Issued 11/01/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jimmy Ray.
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