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Kimberly Irene Heimbach

Edward Jones

Bloomsburg, PA

CRD 4551710

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2013-03-05
  • PA RA
    APPROVED
    Since 2013-03-05

Branch Locations

106 West Main, Bloomsburg, PA 17815 • 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
Edward Jones Stlouis MO 11/2012 Present
Other Businesses

JOE & KIM HEIMBACH Type of business: RENTAL PROPERTY Berwick, PA Start date: 5/15/2006 Owner Hours per week: 0 Hours during trading: 0 No Responsibilities * Joe & Kim Heimbach Type of business: Rental Property Nescopeck, PA Start date: 10/3/2025 Owner Hours per week: 0 Hours during trading: 0 My husband manages a rental property where my son will be living.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-01-04
  • S66 Uniform Combined State Law Examination
    2013-01-04
Designations
  • Chartered Financial Consultant
Other Names
  • Kimberly I Whitmire
  • Kimberly I Heimbach

View on SEC IAPD

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