Jonathan S. Wimbish

KENSINGTON INVESTMENT COUNSEL

CARPINTERIA, CA 93013

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CRD#: 4256943

Professional summary

Jonathan Scott Wimbish is a registered financial advisor currently at KENSINGTON INVESTMENT COUNSEL located in Carpinteria, California.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Jonathan has worked at 2 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

MR. WIMBISH HAS BEEN A MEMBER IN CHISHOLM PARTNERS II, LLC AN OIL AND GAS PRODUCTION COMPANY IN GOLDEN, COLORADO SINCE JULY 2011. MR. WIMBISH CURRENTLY DOES NOT RECEIVE CASH COMPENSATION FOR HIS DUTIES AS MEMBER. HE DOES NOT EXPECT TO HAVE ANY OPERATING DUTIES ASSOCIATED WITH CHISHOLM GOING FORWARD.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Scott Wimbish'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®

None

Experience

Current

August 20, 2012 - Present

KENSINGTON INVESTMENT COUNSEL

Office #1: 1160 Eugenia Place Suite 100, Carpinteria, CA 93013

RIA

CRD#: 108012

CARPINTERIA, CA

Past

November 27, 2002 - January 5, 2005

MORGAN JOSEPH TRIARTISAN LLC

CRD#: 10948

WHITE PLAINS, 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".

KENSINGTON INVESTMENT COUNSEL

KENSINGTON INVESTMENT COUNSEL | KENSINGTON INVESTMENT COUNSEL, LLC

CRD#: 108012 / SEC#: 801-121893

RIA

Registered Investment Advisory firm - (7/29/2021 Approved)

California

Registered Investment Advisory firm - (9/22/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

California
(8/20/2012)

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

Series 63

Date: 2/4/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/26/2002

General Securities Representative Examination

Current Firm

KENSINGTON INVESTMENT COUNSEL

KENSINGTON INVESTMENT COUNSEL | KENSINGTON INVESTMENT COUNSEL, LLC

CRD#: 108012 / SEC#: 801-121893

RIA

Registered Investment Advisory firm - (7/29/2021 Approved)

California

Registered Investment Advisory firm - (9/22/2021 Terminated)

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Contact information

Main Address

5580 E. 2nd Street Suite 209, Long Beach, CA 90803

Mailing Address

Phone number

(562) 983-6677

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KENSINGTON INVESTMENT COUNSEL, LLC (3/31/2025)

Regulatory assets under management

Total Number of Accounts	276
AUM (Assets Under Management)	$ 297,990,190

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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Jonathan S. Wimbish

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Scott Wimbish's CRS (Customer Relationship Summary).

Certified licenses

Experience

KENSINGTON INVESTMENT COUNSEL

MORGAN JOSEPH TRIARTISAN LLC

Primary Firm SEC Registration

KENSINGTON INVESTMENT COUNSEL

State Registrations and Notice Filings

Exams

Series 63

Date: 2/4/2003

Series 7

Date: 11/26/2002

Current Firm

KENSINGTON INVESTMENT COUNSEL

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KENSINGTON INVESTMENT COUNSEL

TRUST BUT VERIFY

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