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J. Kimbrell Location
Birmingham, AL, US
J. Kimbrell Work
2020 -now Co-Founder @
2020 -now Partner @ Plus Four
2021 -now Founding Partner @ RCB Consultants
2020 -2021 Founder @ Colonial Consulting Partners
2018 -2020 District Manager @ Colonial Life
2015 -2016 EVP, Regional Manager @
2014 -2014 Southern Regional Director and Private Client Group @ White, Weld & Co.
2014 -2014 Managing Director @
2013 -2014 Regional Manager @
2011 -2012 EVP of Business Development @ Sensus Financial in conjunction with Fund Architects, Compedge & Foresight Finan
2005 -2007 Sr. VP, Branch Manager @
2000 -2004 VP, Branch Manager @ Quick and Reilly
1998 -2000 Financial Advisor @
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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