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Patrick Kimmell

Edward Jones

Saratoga Springs, NY

Greenwich, NY

CRD 7221441

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-06-29
MO RA APPROVED 2020-06-10
  • NY RA
    APPROVED
    Since 2021-06-29
  • MO RA
    APPROVED
    Since 2020-06-10

Branch Locations

Saratoga Springs, NY • United States

2 Church St, Greenwich, NY 12834-1102 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 02/2020 Present
Suny At Buffalo Buffalo NY 08/2015 05/2019
Jack Hall Plumbing & Heating Glens Falls NY 05/2017 08/2017
West Mountain Resort Queensbury NY 12/2017 02/2018
Glens Falls Country Club Queensbury NY 05/2018 08/2018
West Mountain Resort Queensbury NY 12/2018 01/2019
Ace Hardware Wilton NY 06/2019 08/2019
Boathouse Restaurant Lake George NY 08/2019 11/2019
Ups Glens Falls NY 11/2019 01/2020
Athena Swc Buffalo NY 10/2017 12/2017
Ruffalo Noel Levitz Buffalo NY 02/2018 06/2018
Ruffalo Noel Levitz Buffalo NY 08/2018 12/2018
Ruffalo Noel Levitz Buffalo NY 02/2019 05/2019
The Rinks At Harbor Center Buffalo NY 09/2016 12/2016
  • 02/2020 → Present
    St Louis, MO
  • 08/2015 → 05/2019
    Suny At Buffalo
    Buffalo, NY
  • 05/2017 → 08/2017
    Jack Hall Plumbing & Heating
    Glens Falls, NY
  • 12/2017 → 02/2018
    West Mountain Resort
    Queensbury, NY
  • 05/2018 → 08/2018
    Glens Falls Country Club
    Queensbury, NY
  • 12/2018 → 01/2019
    West Mountain Resort
    Queensbury, NY
  • 06/2019 → 08/2019
    Ace Hardware
    Wilton, NY
  • 08/2019 → 11/2019
    Boathouse Restaurant
    Lake George, NY
  • 11/2019 → 01/2020
    Ups
    Glens Falls, NY
  • 10/2017 → 12/2017
    Athena Swc
    Buffalo, NY
  • 02/2018 → 06/2018
    Ruffalo Noel Levitz
    Buffalo, NY
  • 08/2018 → 12/2018
    Ruffalo Noel Levitz
    Buffalo, NY
  • 02/2019 → 05/2019
    Ruffalo Noel Levitz
    Buffalo, NY
  • 09/2016 → 12/2016
    The Rinks At Harbor Center
    Buffalo, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-06-05
  • S66 Uniform Combined State Law Examination
    2020-06-05
Other Names
  • Patrick Kimmell
  • Patrick Douglas Kimmell

View on SEC IAPD

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