JG
CFP
JG
CFP

Jonathan Cory Gimperling

26 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
35 advisors
Number of Clients
1,145 clients
Average Client Portfolio
$159K average
Assets Under Management
$182.6M

Fee Structure

Minimum Investment:$25K
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Location

8860 Columbia 100 Parkway, Suite 306, Columbia, MD, 21045

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jonathan owns rental real estate property since 2009 and hires a managing company to collect rent. He dedicates minimal time to this activity.

Employment History
Current Registrations
Kcd Financial, INC.
January 2020 - Present · 6 yrs 1 mo
Kcd Financial, INC.
January 2020 - Present · 6 yrs 1 mo
Kcd Financial, INC.Broker
January 2020 - Present · 6 yrs 1 mo
Previous Registrations
Lincoln Financial Advisors CorporationBroker
August 2003 - January 2020 · 16 yrs 5 mos
Lincoln Financial Advisors Corporation
August 2003 - January 2020 · 16 yrs 5 mos
The Lincoln National Life Insurance CompanyBroker
August 2003 - April 2006 · 2 yrs 8 mos
The Scarborough Group, INC.
April 1999 - February 2003 · 3 yrs 10 mos
Royal Alliance Associates, INC.Broker
March 1999 - January 2003 · 3 yrs 10 mos
American Express Financial Advisors INC.Broker
December 1997 - July 1998 · 7 mos
Ids Life Insurance CompanyBroker
December 1997 - July 1998 · 7 mos
State Registrations15 states
AKCADEFLMDNJNYOHPASCTXVAVTWAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.