Jonathan
Wimbish
Kensington Investment Counsel
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About this Advisor
Jonathan Wimbish is a chartered financial analyst operating in Carpinteria, California with a total of 11 years of industry experience. Wimbish currently works for Kensington Investment Counsel. Over the course of their career, they have held roles at Kensington Investment Counsel and Nimin Energy. Wimbish holds a Series 63 license, qualifying them as a securities representative, and is able to advise clients in California. Kensington Investment Counsel is a registered investment business operating out of Long Beach, CA. The investment advisory business has just three people on staff. It oversees $174 million in assets between its 225 accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 225 accounts, 80% are held by high-net-worth individuals who have greater than $1 million in investable assets. Kensington Investment Counsel provides a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advisory services largely depend on the type of services offered. Fees billed by Kensington Investment Counsel typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kensington Investment Counsel Brokerage Details
$174,278,513
3
225
$774,571
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Jonathan Wimbish Work History
Jonathan has been registered as a financial advisor for 11 years.*
Kensington Investment Counsel
Nimin Energy
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jonathan Wimbish to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kensington Investment Counsel
Carpinteria, CA
Long Beach, CA
Long Beach, CA
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