JK
JK

Jacqueline Kimmel

28 Years of Experience
Harrisburg, PA
Broker

Jacqueline Kimmel is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Harrisburg, PA, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

2415 N. Front St., Harrisburg, PA, 17110

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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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Other Business Activities

Jacqueline is the President of evolve Financial Planning, Inc., dedicating about half her time to responsibilities associated with being a Certified Financial Planner. She also co-founded an investment club in 1995 but has minimal involvement currently, and owns/maintains the office building that houses her firm.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
January 1999 - Present · 27 yrs 4 mos
Previous Registrations
Raymond James Financial Services
November 2002 - January 2009 · 6 yrs 2 mos
Robert Thomas Securities, INCBroker
December 1997 - January 1999 · 1 yr 1 mo
State Registrations31 states
ALAZCACOCTDEFLGAHIIAIDILLAMDMIMOMSNCNJNVNYOHPASCTNTXUTVAVTWAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jacqueline Kimmel - Financial Advisor | TrueAdvisor