Kimberly Ann Arguello

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

• 05/2016 → 02/2019
  Fitzroy Investment Advisors
  Miami, FL
• 06/2021 → 12/2024
  Rodan And Fields
  Miami, FL
• 05/2019 → 06/2021
  Jpmorgan Chase Bank, N.A.
  Pinecrest, FL
• 05/2019 → 06/2021
  Jpmorgan Securities Llc
  Pinecrest, FL
• 06/2021 → Present
  Raymond James And Associates, Inc.
  Miami, FL

Previous Registrations

• 2019-09-18 → 2021-06-02
  J.P. Morgan Securities Llc
  Pinecrest, FL
• 2013-12-10 → 2016-08-19
  We Family Offices
  Coral Gables, FL

Exams

• S66 Uniform Combined State Law Examination
  2019-08-12

Other Names

• Kimberly Galambos
• Kimberly Ann Galambos
• Kimberly Arguello
• Kimberly Ann Arguello
• Kimberly A Galambos
• Kimberly A Arguello