Jason Kimber

Current Employers

Employment History

• 07/2014 → 05/2018
  Allegis Investment Services
  Idaho Falls, ID
• 05/2018 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 11/2020 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Other Businesses

(1) SUMMIT CAPITAL FINANCIAL GROUP, LLC - DBA, 399 NORTH MAIN ST, SUITE 140, LOGAN, UT 84321, MEMBER, INVESTMENT RELATED, PROVIDING SERVICES FOR FIXED LIFE AND HEALTH AND PLANNING, 40 HRS WEEK. USED FOR TAX PURPOSES (2) DBA - THE KIMBER GROUP; NOT INVESTMENT RELATED; MEMBER; FOR PERSONAL TAX PURPOSES AND OFFICE EXPENSES, In the past, The Kimber Group has simply been how I run my DBA and for tax purposes only. I am now desiring to use that name for writing and speaking opportunities that are unrelated to my registered rep business. In the past, I have had requests to be a motivational speaker at a few small corporate events. I also am in the process of publishing a personal book of short stories. 0 HRS PER WEEK. (3) Small Town USA Podcast; not investment related; owner - start date 2/19/2021; PO Box 418 Millville, Utah 84326; host of this podcast, interviewing the occasional special guest. This podcast will have nothing to do from a work perspective, simply a place to share stories of my growing up, as well as funny experiences; website - www.smalltownspodcast.com; 4 hours per month, 0 during trading. (4) www.jasonkimber.com; Not investment related; 1202 South Hwy, 89/91, Suite 215, Logan, UT 84321; Speaking engagements upon request; Owner; I hope to have 2-3 speaking engagements per year. This will be based off of my podcast; Start 8/30/23; 0 hours during trading. (5) Trustee for Mark P Swensen (6) Trustee for Lindsey B Swensen (7) Cache County/State of Utah Republican party; 610 N 250 E. Millville, UT 84326; Not investment related; Delegate; I was nominated by my local precinct to be a state and county delegate for the Republican party in Utah as well as my home county of Cache, Utah is a Caucus state, meaning I, with my fellow delegates will vote who will be on the primary ballot in June in Utah; start 4/13/2024; 0 hours/during trading hours. (8) Summit Capital Financial Group; Not investment related; 1202 South Hwy 89/91. Ste 215, UT; Owner; Selling insurance to clients and prospects;; Start 1/10/25; 2 hours/month during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-11-18
• S63 Uniform Securities Agent State Law Examination
  2013-09-28