Jeffrey
Kinberg
Amundi Asset Management Us, Inc
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About this Advisor
Jeffrey Kinberg is a financial advisor who works out of Boston, Massachusetts, with 2 years of relevant experience. Kinberg is an employee of Amundi Asset Management Us, Inc. Over the course of their career, they have held roles at Morgan Stanley Smith Barney, Ubs Financial Services Inc, Lord Abbett and Amundi Us, Inc. Kinberg maintains Series 63 and Series 66 licenses, which qualify them as a securities agent, and can work in Massachusetts. Amundi Asset Management Us, Inc is a registered investment business based out of Boston, MA. The investment advisory business has a total of 370 advisors. It manages $91 billion in assets across its 251 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides a diverse range of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors largely depend on the type of financial services provided. Fees charged by Amundi Asset Management Us, Inc most likely include any blend of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Amundi Asset Management Us, Inc Brokerage Details
$90,613,091,849
370
251
$361,008,334
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jeffrey Kinberg Work History
Jeffrey has been registered as a financial advisor for 2 years.*
Amundi Us, Inc
Lord Abbett
Ubs Financial Services Inc
Morgan Stanley Smith Barney
*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 Jeffrey Kinberg 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 Amundi Asset Management Us, Inc
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
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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