Kimberley Carol Threadgill

Employer firm

Stansberry Asset Management, LLC CRD 282103

$1.29B regulatory AUM

Reported services (Item 5G)

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

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 → 09/2019
  Morgan Stanley
  Atlanta, GA
• 05/2016 → 09/2019
  Morgan Stanley Private Bank, National Association
  Atlanta, GA
• 09/2019 → Present
  Jpmorgan Chase Bank Na
  Chamblee, GA
• 09/2019 → Present
  Jpmorgan Securities Llc
  Chamblee, GA
• 01/2022 → Present
  Bull Run Llc
  Marietta, GA

Previous Registrations

• 2021-03-29 → 2022-12-09
  J.P. Morgan Securities Llc
  Atlanta, GA
  Dunwoody, GA
  Chamblee, GA
  Atlanta, GA
• 2016-09-07 → 2019-09-27
  Morgan Stanley
  Atlanta, GA

Other Businesses

Entity Name: Bull Run LLC Investment related: N Address: Marietta, GA 30064 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 01/15/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I would like to use rent out a house I own as a rental property. There is no connection to JPMC. This is a passive income pursuit very different than my role at JPMC.

Exams

• S66 Uniform Combined State Law Examination
  2016-09-06

Designations

• Certified Financial Planner

Other Names

• Kimberley Carol Crisp
• Kimberley Carol Weed
• Kimberley C Ichter
• Kimberley Carol Ichter