Kimberly Ann Arguello
Investment adviser representative at Raymond James & Associates, Inc.
10 yearsExperience
1 stateRegistered in
$501BFirm assets
51 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.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- University of Miami - Miami Business SchoolSep 2026 to now
- Raymond James and Associates, Inc.Jun 2021 to now
- Rodan and FieldsJun 2021 to Dec 2024
- JPMorgan Chase Bank, N.A.May 2019 to Jun 2021
- JPMorgan Securities LLCMay 2019 to Jun 2021
- Fitzroy Investment AdvisorsMay 2016 to Feb 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (FL).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 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
- 5880246
- Firm CRD
- 705