Unclaimed Profile

Kimberly Lambert Jaques

RW INVESTMENT MANAGEMENT LLC·EAGLE, Idaho

SIE, Series 7, Series 63, Series 65CFPClean record26 years registeredRW INVESTMENT MANAGEMENT LLC

1028 S. BRIDGEWAY PLACE, EAGLE, ID 83616CRD# 2199596Firm CRD# 282707

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kimberly Lambert Jaques · EAGLE, ID

Registration

CRD #2199596 · RW INVESTMENT MANAGEMENT LLC · 26 years registered

Brand Profile

Not yet started

Career History

RW INVESTMENT MANAGEMENT LLC

Jan 2020 – present

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Apr 2017 – Jan 2020

BOISE, ID

WELLS FARGO CLEARING SERVICES, LLC

Oct 1999 – Apr 2017

BOISE, ID

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · October 1, 1999

Years registered · 26

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RW INVESTMENT MANAGEMENT LLC

CRD 282707 · SEC 801-107268

AUM

$1.4B

Regulatory assets under management

Employees

2,334 client accounts

Services offered by RW INVESTMENT MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RW INVESTMENT MANAGEMENT LLC →

Introduction

Speak with Kimberly

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kimberly is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in EAGLE?

Browse all registered financial advisors in EAGLE, Idaho or claim this profile if it's yours.

Browse EAGLE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Kimberly Lambert Jaques offer?

Kimberly Lambert Jaques specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EAGLE, Idaho for a consultation.

What are Kimberly Lambert Jaques's credentials?

Kimberly Lambert Jaques holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Kimberly Lambert Jaques located?

Kimberly Lambert Jaques is based in EAGLE, Idaho, working with RW INVESTMENT MANAGEMENT LLC. Their office serves clients in the EAGLE metropolitan area and surrounding communities.

How does Kimberly Lambert Jaques charge for services?

Kimberly Lambert Jaques's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RW INVESTMENT MANAGEMENT LLC?

RW INVESTMENT MANAGEMENT LLC has approximately 19 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →