Jacqueline Kimmel, financial advisor Harrisburg PA

Jacqueline Kimmel

CRD Number: 2969521
Current Firm: Raymond James Financial Services Advisors, Inc.

Jacqueline Kimmel (CRD# 2969521) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Harrisburg, PA and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Evolve Financial Planning, Inc. Harrisburg, PA Jan 2017 - Current 7
Evolve Financial Planning, Inc. Harrisburg, PA Jan 2017 - Current 7
Evolve Financial Planning, Inc. Harrisburg, PA Jan 2017 - Current 7
Raymond James Financial Services Advisors, Inc. Harrisburg, PA Jan 2009 - Current 15
Raymond James Financial Services, Inc. Harrisburg, PA Jan 1999 - Current 25
Honeymoon Investment Club Tower City, PA Feb 1995 - Current 29
Frampton Kimmel Group Harrisburg, PA Jun 2004 - Dec 2016 12
Heritage Financial Services Harrisburg, PA Jun 2002 - Dec 2016 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1998
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Jacqueline A. Kimmel
Phone Number: 727-567-3020
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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