KD
KD

Kimberly Dupont

29 Years of Experience
Jacksonville Beach, FL
Broker

Kimberly Dupont is a registered investment advisor at Wells Fargo Advisors, based in Jacksonville Beach, FL, with 29 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1525-B the Greens Way, 2nd Floor Suite 200, Jacksonville Beach, FL, 32250

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
June 2025 - Present · 11 mos
Wells Fargo Advisors
June 2025 - Present · 11 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
July 2013 - June 2025 · 11 yrs 11 mos
Wells Fargo Advisors
July 2013 - June 2025 · 11 yrs 11 mos
UBS Financial Services INC.
August 2012 - August 2013 · 1 yr
UBS Financial Services INC.Broker
August 2012 - August 2013 · 1 yr
Wells Fargo Advisors, LLC
July 2007 - August 2012 · 5 yrs 1 mo
Wells Fargo Advisors, LLCBroker
June 2007 - August 2012 · 5 yrs 2 mos
UBS Financial Services INC.
July 2005 - October 2006 · 1 yr 3 mos
UBS Financial Services INC.Broker
July 2005 - October 2006 · 1 yr 3 mos
Wachovia Securities, LLCBroker
July 2003 - July 2005 · 2 yrs
Wachovia Securities, LLC
July 2003 - July 2005 · 2 yrs
Prudential Securities Incorporated
February 2000 - July 2003 · 3 yrs 5 mos
Prudential Securities IncorporatedBroker
February 2000 - July 2003 · 3 yrs 5 mos
Allen C. Ewing & CO.Broker
January 2000 - January 2000 · 0 mos
Capital Research CorporationBroker
July 1996 - January 2000 · 3 yrs 6 mos
State Registrations37 states
ALARAZCACOCTDCDEFLGAILINKYLAMAMDMEMIMNMOMTNCNJNVNYOHOKORPAPRSCTNTXUTVAWAWI
AdvisorBrokerBoth

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.