Jeffery B Kimball
Investment adviser representative at Ernst & Young Investment Advisers LLP
3 yearsExperience
2 statesRegistered in
$0Firm assets
31 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Seminars and workshops
Experience
3 years in the industry.
- Ernst & Young Investment Advisers LLPDec 2019 to now
- Tapfin/eyNov 2019 to now
- Stay At Home DadJun 2019 to Nov 2019
- Raymond James Financial Service AdvisorsFeb 2019 to Jun 2019
- USAA Financial Planning ServicesApr 2018 to Feb 2019
- Signator Investors, Inc.May 2016 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (CO, FL).
Ernst & Young Investment Advisers LLP
$0Assets managed
20Clients
110Advisers
31 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4819980
- Firm CRD
- 110921