Kimberly Lambert Jaques

Employer firm

Rw Investment Management LLC CRD 282707

$1.73B regulatory AUM 1 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:

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

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Boise, ID
• 11/2016 → 04/2017
  Wells Fargo Clearing Services, Llc
  Boise, ID
• 04/2017 → 12/2019
  Wells Fargo Advisors Financial Network, Llc
  Boise, ID
• 01/2020 → Present
  Rw Investment Management Llc Dba Rw Investment Management
  Boise, ID

Previous Registrations

• 2017-04-07 → 2020-01-06
  Wells Fargo Advisors Financial Network, Llc
  Boise, ID
• 1999-10-01 → 2017-04-07
  Wells Fargo Clearing Services, Llc
  Boise, ID
  Boise, ID
  Boise, ID
  Boise, ID

Other Businesses

1) IDAHO INSURANCE PRODUCER; NOT INVESTMENT-RELATED; BOISE, ID; LIFE, ACCIDENT & HEALTH OR SICKNESS, VARIABLE LIFE AND VARIABLE ANNUITY CONTRACTS INSURANCE AGENT/BROKER; START DATE: 10/2005; LESS THAN 5 HOURS/MONTH DEVOTED TO INSURANCE; LESS THAN 5 HOURS/MONTH DEVOTED TO INSURANCE DURING SECURITIES TRADING HOURS. 2) NAME OF OTHER BUSINESS: RWIM Properties, LLC; INVESTMENT RELATED: NO ADDRESS: Eagle, ID; NATURE OF BUSINESS: property management; START DATE: 9/1/2021; POSITION/TITLE/RELATIONSHIP: Owner; APX NUMBER OF HOURS PER MONTH: 6; APXNUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: property management

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-09-09
• S63 Uniform Securities Agent State Law Examination
  1994-10-01

Designations

• Certified Financial Planner

Other Names

• Kimberly Ann Lambert
• Kimberly A Lambert