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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2017-06-19
PA RA APPROVED 2009-01-02
  • TX RA
    APPROVED_RES
    Since 2017-06-19
  • PA RA
    APPROVED
    Since 2009-01-02

Branch Locations

2415 N. Front St., Harrisburg, PA 17110 • 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
Raymond James Financial Services, Inc. Harrisburg PA 01/1999 Present
Heritage Financial Services Harrisburg PA 06/2002 12/2016
Raymond James Financial Services Advisors, Inc Harrisburg PA 01/2009 Present
Frampton Kimmel Group Harrisburg PA 06/2004 12/2016
  • 01/1999 → Present
    Raymond James Financial Services, Inc.
    Harrisburg, PA
  • 06/2002 → 12/2016
    Heritage Financial Services
    Harrisburg, PA
  • 01/2009 → Present
    Harrisburg, PA
  • 06/2004 → 12/2016
    Frampton Kimmel Group
    Harrisburg, PA
Other Businesses

(1)Name of Business: evolve Financial Planning, Inc. Address: 2415 N Front St, Harrisburg, PA, 17110, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 01/01/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: All responsibilities associated with the profession of a Certified Financial Planner. (2)Name of Business: Honeymoon Investment Club Address: 132 Keims Dr., Tower City, PA, 17980, United States Activity Type: Other Position/Title: Other Investment Related: Yes Start Date: 02/01/1995 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Co-founder (1995) and member of investment club (currently 40 members). I have not attended a meeting in several years. At this stage, I have no involvement in the decisions. (3)Name of Business: Jacqueline A, Kimmel Address: 2415 N Front St, Harrisburg, PA, 17110, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 12/13/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I personally own and maintain the office building located at 2415 N. Front St., Harrisburg. This building has 3 tenants including evolve Financial Planning, Inc.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-29
S63 Uniform Securities Agent State Law Examination 1998-01-20
  • S65 Uniform Investment Adviser Law Examination
    1999-12-29
  • S63 Uniform Securities Agent State Law Examination
    1998-01-20
Other Names
  • Jackie Kimmel
  • Jacqueline A Kimmel

View on SEC IAPD

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