Jeffery
Kimball

Ernst & Young Investment Advisers Llp

CRD#4819980
Investment Advisor
in Tampa, FL

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About this Advisor

Jeffery Kimball is a financial advisor based in Tampa, Florida with a total of 4 years of industry experience. Kimball works at Ernst & Young Investment Advisers Llp. During their career, Kimball has held roles at Transamerica Financial Advisors, Inc, Signator Investors, Inc, Usaa Financial Planning Services, Raymond James Financial Service Advisors, Stay At Home Dad and Tapfin/Ey. Kimball has Series 63 and Series 66 licenses, designating them as a securities representative, and is registered to work in Colorado and Florida. Ernst & Young Investment Advisers Llp is a financial advisory company based in Secaucus, NJ. The company has offices in two locations and a total of 190 financial advisors. The company offers a set of services, including financial planning services, publication of newsletters and educational seminars. A financial advisor's fees typically are based on which service is provided. However, fee types billed by Ernst & Young Investment Advisers Llp most likely consist of hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

4 years

Services Offered

Financial planning services, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Hourly Charges, Fixed Fees

Office Location

201 N Franklin Street Ste 2300
Tampa, FL 33602

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Ernst & Young Investment Advisers Llp Brokerage Details

Total Number of Employees

190

FL Average: 92

Investment Advisory Services

  • Financial planning services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Jeffery Kimball Work History

Jeffery has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Tapfin/Ey

2019 - 2019 (< 1 year)

Raymond James Financial Service Advisors

2019 - 2019 (< 1 year)

Stay At Home Dad

2018 - 2019 (1 year)

Usaa Financial Planning Services

2016 - 2018 (2 years)

Signator Investors, Inc

2013 - 2016 (3 years)

Transamerica Financial Advisors, Inc

*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 Jeffery Kimball 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 Ernst & Young Investment Advisers Llp

Nadelly Cabrera
Secaucus, NJ
Valencia Jones
Ontario, CA
Mahmud Jetha
Tampa, FL
Kimberlea Breen
Chicago, IL
James Weeks
Star, ID
Ellie Ambs
New Braunfels, TX
Jeffery Kimball
Tampa, FL
Zaydell Caceres
Tampa, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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