Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
36 years
Location
Indianapolis I, IN
UBS Financial Services
Institution
Jason Kimmell is a financial advisor with UBS Financial Services in Indianapolis, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with UBS since 2004. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research, capital markets services, and affiliated banking programs.
Based on UBS Financial Services
Based on UBS Financial Services
Commissions for securities transactions, including equities, mutual funds, ETFs, and insurance products
Minimum fee: General range $500 to $50,000, typically $1,000 to $10,000; fees greater than $50,000 and up to $100,000 may be permitted for complex situations
Indianapolis I, IN
Indianapolis I IN
Advisors at this office
1
Indiana · Texas
36 years of industry experience
UBS Financial Services
2004 - Present • 22 years
Indianapolis, IN
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Series 66
Hartford City, IN
Raymond James Financial
Taylor Davis is a financial advisor with Raymond James Financial in Hartford City, IN, holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James, Taylor worked in various roles including positions at Avalign Technologies and Avid Labs LLC. Taylor is also an associate employee at White River Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through unique affiliations.
CFP®, Series 66
Portland, IN
Edward Jones
Andrew Houck is a CFP® and Series 66-credentialed financial advisor with Edward Jones in Portland, Indiana, where he has worked for 11 years. He has spent his entire industry career with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.
Series 66
Portland, IN
OSAIC
Gavin Muhlenkamp is a financial advisor at Osaic Wealth, Inc. based in Portland, IN, holding a Series 66 designation with approximately one year of industry experience. His prior work includes roles at Compass Wealth Solutions, The Peoples Bank Co., and Summit Retirement Advisors. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm uses various asset-allocation tools and platform services to construct and manage diversified portfolios across different account types.
CFP®, Series 66
Montpelier, IN
Edward Jones
Kimberly Hart Paxson is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. She is based in Montpelier, IN. Outside of her advisory role, she is a co-owner of a rental property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.
CFP®, ChFC®, Series 63, Series 65
Hartford City, IN
Raymond James Financial
Robert Taylor is a financial advisor with Raymond James Financial in Hartford City, Indiana, holding CFP® and ChFC® designations and over 31 years of industry experience. He has been with Raymond James Financial since 2011 and also owns Taylored Financial LLC, a pass-through entity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting, utilizing advanced analytical tools, and supports municipal and public finance through a municipal advisor affiliation.
Series 66
Hartford City, IN
Raymond James Financial
Tiffany Dawson is a Series 66-licensed financial advisor with Raymond James Financial, based in Hartford City, IN. She has nine years of industry experience and has been affiliated with Raymond James Financial Services Advisors since 2017. Dawson also served at Lighthouse Church for four years and works as support staff at Taylored Financial. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs such as municipal advising and SIMPLE IRA Employer Advisory & Consulting Services.
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