Joshua H Kimbrough

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2013 → 05/2019
  Allstate Insurance Co
  Buford, GA
• 08/2013 → 04/2021
  Josh Kimbrough Agency
  Buford, GA
• 04/2021 → Present
  Fidelity Investments
  Jacksonville, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-05-31 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL
  Brentwood, TN
• 2013-08-23 → 2019-05-02
  Allstate Financial Advisors, Llc
  Buford, GA
• 2011-04-27 → 2011-10-04
  Morgan Stanley
  Atlanta, GA
• 2010-12-07 → 2011-01-11
  Td Ameritrade, Inc.
  Birmingham, AL
• 2010-12-07 → 2011-01-11
  Td Ameritrade Investment Management, Llc
  Birmingham, AL
• 2009-05-08 → 2010-08-11
  J P Turner & Company Capital Management, Llc
  Atlanta, GA
• 2009-02-06 → 2009-05-15
  Harrisdirect Llc
  Arlington, VA

Other Businesses

OBA-58919|OrgNmn:Josh Kimbrough Agency|Org Addr:Lawrencevi,Georgia,US|OBA Nature:Josh Kimbrough Agency only ass|Invst Rel:N|Title:Officer|Duties:Officer / Owner of S-Corp|StrtDt:05-01-19|TotHrs/mon:1|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2009-02-03
• S63 Uniform Securities Agent State Law Examination
  2006-09-01

Designations

• Certified Financial Planner

Other Names

• Joshua H Kimbrough
• Joshua Henry Kimbrough
• Josh Kimbrough
• Joshua H Kimbrough
• Joshua H Kimborugh