Founder @ Colonial Consulting Partners (January 2020 - January 2021)
District Manager @ Colonial Life (January 2018 - January 2020)
EVP, Regional Manager @ (February 2015 - November 2016)
Southern Regional Director and Private Client Group @ White, Weld & Co. (March 2014 - July 2014)
Managing Director @ (January 2014 - March 2014)
Regional Manager @ (January 2013 - January 2014)
EVP of Business Development @ Sensus Financial in conjunction with Fund Architects, Compedge & Foresight Finan (April 2011 - December 2012)
Sr. VP, Branch Manager @ (February 2005 - May 2007)
VP, Branch Manager @ Quick and Reilly (December 2000 - November 2004)
Financial Advisor @ (January 1998 - February 2000)
J. Kimbrell Education
The University of Alabama
BS (Personal and Family Financial Planning)
1987-1994
J. Kimbrell Skills
Mutual Funds
Retirement Planning
Wealth Management
Series 7
Investments
Series 63
Fixed Annuities
Retirement
Securities
Asset Allocation
Strategic Financial Planning
Portfolio Management
Investment Advisory
Asset Managment
Series 24
401k
Asset Management
Financial Advisory
Investment Strategies
Series 65
Uniform Combined State Law
Wealth Management Services
J. Kimbrell Summary
J. Kimbrell, based in Birmingham, AL, US, is currently a Co-Founder at PayLink IRA. J. Kimbrell brings experience from previous roles at Plus Four, RCB Consultants, Colonial Consulting Partners and Colonial Life. J. Kimbrell holds a 1987 - 1994 BS in Personal and Family Financial Planning @ The University of Alabama. With a robust skill set that includes Mutual Funds, Retirement Planning, Wealth Management, Series 7, Investments and more. J. Kimbrell has 1 mobile phone numbers on RocketReach.
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