Best Investors Account Sign in
Inactive

Jeffrey G. Wimbish

Kensington Investment Counsel

Long Beach, CA

CRD 4363647

Claim This Profile
Employer firm

Kensington Investment Counsel CRD 108012

$310M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Kensington Investment Counsel

5580 E. 2Nd Street Suite 209, Long Beach, CA 90803 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-17
  • CA RA
    APPROVED
    Since 2025-11-17

Branch Locations

444 W. Ocean Blvd. Suite 1618, Long Beach, CA 90802 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kensington Investment Counsel Long Beach CA 10/1999 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-11-01
  • S65 Uniform Investment Adviser Law Examination
    2002-11-01

View on SEC IAPD

Nearby Firms

EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Nearby Investors

Gregory Stephen Prough
DEREK THOMAS KOKUBUN
ART ANTHONY IGNACIO

Nearby Offices

EDWARD JONES · LONG BEACH, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Long Beach, CA
STIFEL, NICOLAUS & COMPANY, INCORPORATED · LONG BEACH, CA

More in Long Beach, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor