Kimberly L. Jaques

RW INVESTMENT MANAGEMENT LLC

Eagle, ID 83616

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CRD#: 2199596

Professional summary

Kimberly Lambert Jaques, CFP®, who also goes by Kimberly A Lambert, Kimberly Ann Lambert, is a registered financial advisor currently at RW INVESTMENT MANAGEMENT LLC located in Eagle, Idaho.

Kimberly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Kimberly has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kimberly A Lambert | Kimberly Ann Lambert

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) TRUSTEE FOR PERPETUA GROUP 401K; INV RELATED; BOISE, ID; FOR EMPLOYEES; START: 9/21/17; 0 HR/MO; 0 DURING TRADING. 2) 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. 3) 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

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kimberly Lambert Jaques's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2014

Experience

Current

January 2, 2020 - Present

RW INVESTMENT MANAGEMENT LLC

Office #1: 1028 S. Bridgeway Place Suite 200, Eagle, ID 83616

RIA

CRD#: 282707

Eagle, ID

Past

April 7, 2017 - January 6, 2020

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

BOISE, ID

Past

April 7, 2017 - January 6, 2020

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

BOISE, ID

Past

October 1, 1999 - April 7, 2017

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

BOISE, ID

Past

October 1, 1999 - April 7, 2017

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

BOISE, ID

Past

February 3, 1999 - October 1, 1999

FIRST UNION CAPITAL MARKETS CORP.

CRD#: 6124

CHARLOTTE, NC

Past

August 4, 1995 - June 30, 1997

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

September 6, 1994 - June 28, 1995

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

RW INVESTMENT MANAGEMENT LLC

RATHBONE WARWICK INVESTMENT MANAGEMENT | RW INVESTMENT MANAGEMENT LLC | RW INVESTMENT MANAGEMENT | RATHBONE WARWICK INVESTMENT MANAGEMENT LLC

CRD#: 282707 / SEC#: 801-107268

RIA

Registered Investment Advisory firm - (2/22/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Idaho
(1/2/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/9/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/1/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/2/1994

General Securities Representative Examination

Current Firm

RW INVESTMENT MANAGEMENT LLC

RATHBONE WARWICK INVESTMENT MANAGEMENT | RW INVESTMENT MANAGEMENT LLC | RW INVESTMENT MANAGEMENT | RATHBONE WARWICK INVESTMENT MANAGEMENT LLC

CRD#: 282707 / SEC#: 801-107268

RIA

Registered Investment Advisory firm - (2/22/2016 Approved)

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Contact information

Main Address

1028 S. Bridgeway Place Suite 200, Eagle, ID 83616

Mailing Address

Phone number

(208) 333-1433

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - FIRM BROCHURE (3/13/2025)

Regulatory assets under management

Total Number of Accounts	2,344
AUM (Assets Under Management)	$ 1,470,660,219

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Kimberly L. Jaques

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kimberly Lambert Jaques's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

FIRST UNION CAPITAL MARKETS CORP.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

PRUDENTIAL EQUITY GROUP, LLC

Primary Firm SEC Registration

RW INVESTMENT MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/9/1995

Series 63

Date: 10/1/1994

SIE

Date: 10/1/2018

Series 7

Date: 9/2/1994

Current Firm

RW INVESTMENT MANAGEMENT LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RW INVESTMENT MANAGEMENT LLC

TRUST BUT VERIFY

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