J William Gimbel
Investment adviser representative at Fiduciary Financial Partners, LLC
12 yearsExperience
1 stateRegistered in
$293.3MFirm assets
13 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Fiduciary Financial Partners, LLCAug 2026 to now
- Bank of America, N.A.Jul 2024 to Jul 2026
- Park District of Highland ParkJun 2021 to Aug 2022
- Denison UniversityAug 2020 to May 2024
- Lefty's PizzaMar 2020 to Mar 2022
- Highland Park High SchoolAug 2016 to Jun 2020
- Jwg LandscapingJun 2014 to Mar 2022
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (IL).
Fiduciary Financial Partners, LLC
$293.3MAssets managed
220Clients
6Advisers
13 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
- 7712361
- Firm CRD
- 156389