KJ
KJ

Kimberley Jendrick

18 Years of Experience
Seattle, WA
Broker

Kimberley Jendrick is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Seattle, WA, with 18 years of industry experience. Kimberley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1140 advisors
IM Fee
Planning only
Assets Under Management
$1.5B

Fee Structure

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

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Location

1420 5th Ave, Seattle, WA, 98101

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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
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 7 mos
U.S. Bancorp Advisors, LLC
February 2026 - Present · 7 mos
Previous Registrations
U.S. Bancorp Investments, INC.Broker
December 2025 - February 2026 · 2 mos
U.S. Bancorp Investments, INC.
December 2025 - February 2026 · 2 mos
Strategic Advisers LLC
March 2025 - May 2025 · 2 mos
Fidelity Personal and Workplace Advisors
July 2018 - March 2025 · 6 yrs 8 mos
Strategic Advisers LLC
March 2011 - July 2018 · 7 yrs 4 mos
Fidelity Brokerage Services LLCBroker
April 2010 - May 2025 · 15 yrs 1 mo
Putnam Retail Management Limited PartnershipBroker
October 2006 - January 2010 · 3 yrs 3 mos
State Registrations1 state
WA
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.