Jason Kimber
Jason Kimber is a registered investment advisor at J. W. Cole Advisors, INC., based in Logan, UT, with 12 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 29,614 clients with $7.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
J.W. Cole Advisors' investment management fees are based on a tiered schedule, meaning the percentage you pay decreases as your portfolio grows. The exact fee can be negotiated and may be a flat rate instead of tiered. The maximum fee is generally 3.00% and the minimum is 0.25%. There is also a program fee charged, which covers services provided by JWCA and the custodian of your account. You'll pay these fees quarterly, regardless of how many trades are made. Some advisors may or may not pay transaction costs.
Location
1202 South Highway 89/91, Suite 215, Logan, UT, 84321
Get directionsHistory
Regulatory History (8)
Customer Dispute
October 2024Customer Dispute
July 2024Customer Dispute
May 2024Customer Dispute
February 2024Customer Dispute
February 2024Customer Dispute
December 2023Customer Dispute
April 2023Customer Dispute
December 2022Other Business ActivitiesSells Insurance
Jason is a member of Summit Capital Financial Group, LLC, providing services for fixed life and health insurance and planning, which takes nearly full-time. He also sells insurance through Summit Capital Financial Group, dedicating minimal time to this activity.
Employment History
Current Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Previous Registrations
Allegis Investment Services, LLCBroker
Summit Brokerage Services, INC.Broker
State Registrations13 states
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.