George Jones Kimball

Employer firm

Needham Advisory Corporation CRD 105378

$102M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 06/2015 → 09/2018
  Harbor Point Capital Management, Llc
  Woburn, MA
• 09/2018 → Present
  Rb Needham Advisory Corp.
  North Andover, MA

Previous Registrations

• 2016-02-23 → 2018-10-16
  Kimball Capital Management Llc
  Lexington, MA
• 2015-06-08 → 2016-01-29
  Harbor Point Capital Management, Llc
  Woburn, MA
• 2014-03-10 → 2014-08-18
  Capital Security Advisors Llc
  Boston, MA
• 2012-09-17 → 2013-04-03
  J.P. Morgan Private Wealth Advisors Llc
  San Francisco, CA
• 2003-09-08 → 2005-02-23
  Columbia Management Advisors, Inc.
  Boston, MA

Exams

• S63 Uniform Securities Agent State Law Examination
  2006-09-07

Designations

• Chartered Financial Analyst