Trevor
Kimbro

Edward Jones

CRD#5872557
Investment Advisor
in Torrance, CA
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About this Advisor

Trevor Kimbro is a financial advisor working out of Torrance, California, with 12 years of experience as a financial advisor. Kimbro is an employee of Edward Jones. Their career trajectory has included roles at Edward Jones and Rock-Ola Mfg. Kimbro holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in California. Edward Jones is an advisory company that has its headquarters in Torrance, California. The firm has offices in 12,884 locations and a total of 23,510 people on staff. It oversees $312 billion in total assets between its 2,500,304 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 852 charities and foundations. Of its 2,500,304 customer accounts, just 7% are associated with high-net-worth clients who have more than $1 million in assets. The advisory firm performs a broad assortment of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management are based on which services the firm provides the client. Fees billed by Edward Jones most likely include any blend of asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

12 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

3625 Del Amo Blvd Ste 145
Torrance, CA 90503-1600

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Edward Jones Brokerage Details

Total Assets Under Management

$328,988,570,418

CA Average: $11,469,110,461
Total Number of Employees

23,408

CA Average: 458
Total Number of Accounts

3,047,151

CA Average: 33,415
Average Account Size

$107,966

CA Average: $343,232

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Trevor Kimbro Work History

Trevor has 12 years of experience.

2010 - Present (9 years)

Edward Jones

2006 - 2010 (4 years)

Rock-Ola Mfg

Disclosures

Trevor Kimbro has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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