Jeffrey Benton Kimball

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 06/2014 → 03/2019
  Mml Investor Services, Llc
  West Des Moines, IA
• 05/2014 → 03/2019
  Massmutual Life Insurance Company
  West Des Moines, IA
• 03/2019 → 03/2020
  Ameriprise Financial Services, Inc.
  West Des Moines, IA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  West Des Moines, IA

Previous Registrations

• 2014-06-24 → 2019-03-07
  Mml Investors Services, Llc
  West Des Moines, IA
• 2012-01-26 → 2014-06-10
  Eagle Strategies Llc
  West Des Moines, IA

Other Businesses

Independent Insurance Brokering; MassMutual; 07/28/2022; Disability Income. Other Business Activities; Naval Academy Parent Club of Iowa; Officer of the Naval Academy Parents Club of Iowa. Treasurer; 121 Blake Rd., , Annapolis, MD, 21402; Not Investment-Related; 02/01/2023; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2011-11-30
• S63 Uniform Securities Agent State Law Examination
  2007-03-31

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Jeffrey Benton Kimball
• Jeffrey Benton Kimball