Jacqueline Kimmel, financial advisor Harrisburg PA
93 score

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 18 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Advisors, Inc. Harrisburg, PA Jan 2009 - Current 7
Frampton Kimmel Group Harrisburg, PA Jun 2004 - Current 12
Heritage Financial Services Harrisburg, PA Jun 2002 - Current 14
Raymond James Financial Services, Inc. Harrisburg, PA Jan 1999 - Current 17
Honeymoon Investment Club Tower City, PA Feb 1995 - Current 21
Caf & Jak Partnership Harrisburg, PA Dec 2004 - Aug 2009 4
Fortis Insurance Harrisburg, PA Jan 2004 - Mar 2007 3
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: 727-567-5877
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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