Kimberly Jordan
Kimberly Jordan is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Louisville, KY, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1040 East Main Street, Louisville, KY, 40206
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kimberly is an officer (Vice President) at Stock Yards Financial Services, where she works as a sales and compliance manager and financial advisor, dedicating about half of her time. She is also an officer (Vice President) and Branch Manager at Stock Yards Investment Services, dedicating about half of her time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
First Kentucky Securities CorporationBroker
First Kentucky Securities CORP
PNC InvestmentsBroker
PNC Investments
Natcity Investments, INC.
Natcity Investments, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Natcity Investments, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations34 states
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