Kimberly M Loux

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

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

• 01/2010 → 11/2017
  Ubs Financial Services Inc.
  Weehawken, NJ
• 11/2017 → 02/2021
  Raymond James & Associates, Inc.
  St. Petersburg, FL
• 03/2021 → 06/2023
  Sigfig
  St Petersburg, FL
• 08/2023 → Present
  Raymond James & Associates
  St Petersburg, FL

Previous Registrations

• 2017-12-04 → 2021-03-03
  Raymond James & Associates, Inc.
  St. Petersburg, FL
• 2013-07-03 → 2017-11-10
  Ubs Financial Services Inc.
  Weehawken, NJ
  Weehawken, NJ
  West Palm Beach, FL
  Boca Raton, FL

Other Businesses

(1)Name of Business: Its Not Rocket Surgery Address: 7100 Sunset Way, St Pete Beach, FL, 33706, United States Activity Type: Business Owner Position/Title: Officer - Treasurer, Partner Investment Related: No Start Date: 02/13/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Acting as the business treasurer with a partner, responsible for paying expenses and documenting cash flow of a sole prop LLC; assisting my partner with testing his designs (non financial related software)

Exams

• S66 Uniform Combined State Law Examination
  2013-06-29

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Kimberly M Loux
• Kimberly Marie Loux