Jay
Kimball

Pruco Securities, LLC

CRD#5084444
Investment Advisor
in Warrington, PA

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About this Advisor

Jay Kimball is a financial advisor who works in Warrington, Pennsylvania who has 8 years of relevant experience. Kimball currently works for Pruco Securities, LLC. Kimball has gained experience at Prudential Insurance Company Of America and Pruco Securities, LLC. Kimball has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Pennsylvania. Pruco Securities, LLC is an advisory company that has its headquarters in Newark, NJ. It has offices in 42 locations and a total of 2,500 employees. It handles $14 billion in assets across its 106,737 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. Of its 106,737 accounts, just 1% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The firm has a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors typically are based on which services are offered. Fees billed by Pruco Securities, LLC likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2700 Kelly Road Suite 100D
Warrington, PA 18976

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Pruco Securities, LLC Brokerage Details

Total Assets Under Management

$14,029,321,422

PA Average: $10,121,009,343
Total Number of Employees

2,500

PA Average: 92
Total Number of Accounts

106,737

PA Average: 6,978
Average Account Size

$131,438

PA Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Jay Kimball Work History

Jay has been registered as a financial advisor for 8 years.*

2006 - Present (18 years)

Prudential Insurance Company Of America

2006 - Present (18 years)

Pruco Securities, LLC

*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 Jay 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 Prudential Financial Planning Services

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Lawrence Frydman
Basking Ridge, NJ
James Wright
Bellevue, WA
Douglas Ireland
Danville, IL
Sheila Gentile
Newark, NJ
Andrew Estreich
Port Washington, NY
Oksana Flaks
Brooklyn, NY
Kevin Shelton
San Jose, CA

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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