Jacqueline KimmelCRD 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 19 years of experience in the finance industry.
Thrivent Investment Management Inc.
Northwestern Mutual Investment Services,llc
Msi Financial Services, Inc.
|Raymond James Financial Services Advisors, Inc.||Harrisburg, PA||Jan 2009 - Current||8|
|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||18|
|Honeymoon Investment Club||Tower City, PA||Feb 1995 - Current||22|
|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|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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