JK
JK

Jeffrey Kinder

40 Years of Experience
St. Louis, MO
3 Disclosures

Jeffrey Kinder is a registered investment advisor at Huntleigh Advisors, INC., based in St. Louis, MO, with 40 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,628 clients with $630M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
62 advisors
Number of Clients
1,628 clients
Average Client Portfolio
$385K average
Assets Under Management
$626.5M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $10.0M1.50%
$10M+1.00%

The annual fee and assets under management levels are negotiable based upon certain criteria.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7800 Forsyth Blvd., 5th Floor, St. Louis, MO, 63105

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
January 2018
Final
Employment Separation After Allegations
June 2017
Customer Dispute
September 2008
Closed-No Action
Other Business Activities

Jeffrey is a basketball official for the Missouri State High School Activities Association. This non-investment related activity takes about half of his time during basketball season.

Employment History
Current Registrations
Huntleigh Advisors, INC.
January 2017 - Present · 9 yrs 4 mos
Previous Registrations
Huntleigh Securities CorporationBroker
November 1994 - July 2017 · 22 yrs 8 mos
Stifel, Nicolaus & Company, IncorporatedBroker
November 1988 - November 1994 · 6 yrs
Rowland, Simon & CO.Broker
February 1988 - November 1988 · 9 mos
R. Rowland & CO., IncorporatedBroker
January 1986 - February 1988 · 2 yrs 1 mo
State Registrations1 state
MO
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Jeffrey Kinder - Financial Advisor | TrueAdvisor