JK
Jason Kimber
J. W. COLE ADVISORS
Logan, UT 84321
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CRD#: 6244188
JK
Professional summary
Jason Kimber is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in Logan, Utah and J.W. COLE FINANCIAL, INC. located in Logan, Utah.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Jason has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 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.
(1) SUMMIT CAPITAL FINANCIAL GROUP,LLC - DBA, 1202 SOUTH HIGHWAY 89/91 SUITE 215 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.
CRS (Client Relationship Summary) - RIA
Click below to view Jason Kimber's 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®
NoneExperience
Current
November 24, 2020 - Present
J. W. COLE ADVISORS, INC.
Office #1: 1202 South Highway 89/91 Suite 215, Logan, UT 84321RIA
CRD#: 112294
Logan, UT
Current
May 8, 2018 - Present
J.W. COLE FINANCIAL, INC.
Office #1: 1202 South Highway 89/91 Suite 215, Logan, UT 84321BD
CRD#: 124583
Logan, UT
Past
July 1, 2014 - May 8, 2018
ALLEGIS INVESTMENT SERVICES, LLC
BD
CRD#: 168557
Clearfield, UT
Past
September 23, 2013 - July 2, 2014
SUMMIT BROKERAGE SERVICES, INC.
BD
CRD#: 34643
CLEARFIELD, UT
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".
JW
J. W. COLE ADVISORS, INC.
ESHBACH RETIREMENT PLANNING | TILCHIN ASSET MANAGEMENT | JONATHAN ROBERTS ADVISORY GROUP, INC. | JONATHAN ROBERTS ADVISORY GROUP | JAFFE TILCHIN INVESTMENT PARTNERS | J.W. COLE ADVISORS, INC. | J. W. COLE ADVISORS, INC.
CRD#: 112294 / SEC#: 801-60722
RIA
Registered Investment Advisory firm - (11/23/2001 Approved)Arizona
Registered Investment Advisory firm - (12/4/2001 Terminated)Florida
Registered Investment Advisory firm - (12/5/2001 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(5/8/2018)
RR
California(5/8/2018)
RR
Colorado(5/8/2018)
RR
Idaho(5/8/2018)
RR
Iowa(1/5/2021)
RR
Kentucky(1/5/2021)
RR
Mississippi(6/6/2018)
RR
Montana(5/8/2018)
RR
New Mexico(6/29/2018)
RR
North Dakota(7/10/2018)
RR
Utah(5/8/2018)
IAR
Utah(11/24/2020)
RR
Washington(5/8/2018)
RR
Wyoming(6/5/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
JW
J. W. COLE ADVISORS, INC.
ESHBACH RETIREMENT PLANNING | TILCHIN ASSET MANAGEMENT | JONATHAN ROBERTS ADVISORY GROUP, INC. | JONATHAN ROBERTS ADVISORY GROUP | JAFFE TILCHIN INVESTMENT PARTNERS | J.W. COLE ADVISORS, INC. | J. W. COLE ADVISORS, INC.
CRD#: 112294 / SEC#: 801-60722
RIA
Registered Investment Advisory firm - (11/23/2001 Approved)Arizona
Registered Investment Advisory firm - (12/4/2001 Terminated)Florida
Registered Investment Advisory firm - (12/5/2001 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634
Mailing Address
Phone number
(813) 935-6776
Established
Firm type
Fiscal year end
# of Employees
512
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 29,614 |
| AUM (Assets Under Management) | $ 7,195,237,282 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
J. W. COLE ADVISORS, INC.
CRD#: 112294Logan, UT 84321TRUST BUT VERIFY
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