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Kimberly Earnhardt

31 Years of Experience
Jacksonville, FL
Broker

Kimberly Earnhardt is a registered investment advisor at Raymond James & Associates, INC., based in Jacksonville, FL, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

245 Riverside Avenue, Suite 500, Jacksonville, FL, 32202

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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
Raymond James & Associates, INC.
April 2019 - Present · 7 yrs 1 mo
Raymond James & Associates, INC.Broker
April 2019 - Present · 7 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLC
May 2011 - April 2019 · 7 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
May 2005 - April 2019 · 13 yrs 11 mos
Janney Montgomery Scott LLCBroker
May 2001 - August 2004 · 3 yrs 3 mos
Prudential Securities IncorporatedBroker
June 1995 - May 2001 · 5 yrs 11 mos
Buckhead Financial CorporationBroker
January 1994 - May 1995 · 1 yr 4 mos
State Registrations1 state
FL
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.